About Barnum West
A More Personal Way to Plan for What Comes Next
Your wealth should support the life you want to live - not simply grow on a balance sheet.
That's why we begin by understanding what matters most to you, then simplify the planning process so you feel organized, informed, and confident about what lies ahead.
It's a relationship-driven approach grounded in personal integrity and thoughtful guidance - a genuine commitment to helping you navigate life's most important financial decisions with clarity and confidence.
Team Founders
Scott Martin, CFP®, CIMA®, ChFC®, CLU®
CERTIFIED FINANCIAL PLANNER® professional
Financial Professionals
Our Support Team
Wealth Strategies Division
John Foreman, CIMA® MBA
VP, Investments
Kate Cassidy, JD*
VP, Advanced Markets
Gregory Wachter
VP, Risk Management
Niko Vamvakas
VP, Retirement Planning Solutions
Beverly Wright
VP, Worksite Benefits
Jeremy Hus, MSFS CFP® ChFC® CASL® CLU®
VP, Financial Planning