Broker Check

Meet The Team

Our Story 

It began around the turn of the century in 2002 when George Goldman first joined Barnum Financial Group. He joined Barnum after spending a decade plus at another family run agency in Darien CT. With four young children in tow, he joined Barnum and has spent 20 plus years enjoying the best business decision he has ever made. Although the transition was not easy, it was right.

His vision and motivation from the beginning has been a commitment to clients, a commitment to charity work, a commitment to helping with clients’ transitions and ultimately to build a legacy for their future.

George was soon joined by Veronica Hargrove, and he began managing a group within Barnum including, but not limited to Christopher Holley. Over the next decade, he developed many wonderful mentoring relationships and a wonderful client base utilizing a boutique style of individualized engagement while also instilling a passion to give to others in time, mentorship, and empathy.

After stewarding clients through the US financial crisis of 2008, George decided to formally step away from management in 2012. With Chris and Veronica at his side, his concentration changed from managing a group of people to focusing on working everyday with clients and an expanded team of ultra-talented financial professionals. George & Chris officially added partners; Peter Greco, MBA and David Beeman, CFP®. As years passed, the team added infrastructure talent with Hailey Goldman, Caroline McCormack, and financial advisor, Eric Gerhard.

Our team is committed more than ever to our clients, to our charity work, and our lasting impact on the future. We’re proud to introduce our new website along with our new name… The Goldman Wealth Advisory Team.

George  Goldman

George Goldman

Financial Planner | Financial Services Executive | Investment Advisor Representative

(203) 513-6125

Christopher Holley

Christopher Holley

Financial Planner | Financial Services Executive | Investment Advisor Representative

(203) 513-6214

Peter Greco

Peter Greco, CASL®, ChFC®, MBA

Financial Planner | Financial Services Executive | Investment Advisor Representative

(203) 513-6345

David  Beeman

David Beeman, CFP®

Financial Planner | Financial Services Executive | Investment Advisor Representative

(203) 513-6057

Eric M. Gerhard, AIF®

Eric M. Gerhard, AIF®

Financial Planner | Financial Services Executive | Investment Advisor Representative

203-513-6331

Key Partner (Executive Stock Compensation)

Office Support Specialists

Veronica Hargrove

Veronica Hargrove

Marketing Support Specialist

(203) 513-6023

(203) 513-6080

Caroline McCormack

Caroline McCormack

Business Operations Coordinator

(203) 513-6267

(203) 513-6080

Hailey  Goldman

Hailey Goldman

Investment Operations Manager

(203) 513-6284

(203) 513-6080

Additional Resources

Greg Wachter

Greg Wachter

Vice President, Protection Products

Jeremy Hus, CASL®, CLU®, ChFC®, CFP®

Jeremy Hus, CASL®, CLU®, ChFC®, CFP®

Vice President, Financial Planning

John  Foreman, MBA, CIMA®

John Foreman, MBA, CIMA®

Vice President, Investments

Kathleen Cassidy, JD

Kathleen A.Cassidy, JD

Vice President, Advanced Markets