About Us
Industry-Leading Solutions with a Personal Touch
We combine personalized service with the strength of a national financial services provider, Barnum Financial Group. Our clients benefit from access to industry-leading solutions in financial planning, investment management, and insurance, all tailored to their unique needs. While we offer the resources and expertise of a large firm, we pride ourselves on delivering a boutique, client-centric experience that prioritizes your goals.
Hank Plyler, CRPC®, AIF®
Financial Planner | Financial Services Executive
CA Insurance License #0L73487
Henry “Hank” Plyler brings a wealth of experience to his role, offering tailored financial and wealth management services to a diverse client base that includes, individuals & families, business owners, corporate executives, foundations, endowments, and institutions. A Chartered Retirement Planning Counselor℠ (CRPC®) with a career spanning back to 2007, Hank previously served as a Senior Portfolio Advisor at Merrill Lynch. He also held Vice President roles at JP Morgan and Smith Barney, where he focused on asset management and client acquisition. Before financial services, Hank gained extensive business experience in his family’s retail and real estate management company in Myrtle Beach, South Carolina. A graduate of Coastal Carolina University with a degree in finance, he continues to contribute to his alma mater as a member of the Wall School of Business Board of Visitors.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.
Meet the Team
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Jacob Saxton
FINANCIAL ADVISOR
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William Crum
BUSINESS DEVELOPMENT ASSOCIATE
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Diana Camilo
PERSONAL ASSISTANT TO HANK PLYLER
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Jeremy Hus, MSFS, CFP®, ChFC®, CLU® CASL®
VP, FINANCIAL PLANNING
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John Foreman, MBA, CIMA®
VP, INVESTMENTS
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Niko Vamvakas, RICP®
VP, RETIREMENT PLANNING SOLUTIONS
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Kate Cassidy, JD*
VP, ADVANCED MARKETS
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Greg Wachter
VP, RISK MANAGEMENT
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Natalie DeMeis
VP, BUSINESS DEVELOPMENT
*Licensed but not practicing