^{Our Firm}A team built around your financial life.

^{Our Story}A close advisory relationship, backed by broader expertise.

Patrick and Tahitta believe comprehensive planning begins with a genuine understanding of the person behind the financial picture. They serve as their clients’ primary advisors and relationship leaders, bringing complementary perspectives to the decisions, transitions, and opportunities each client faces.

That personal relationship is supported by an experienced service team and access to specialized resources across the broader firm. When a client’s situation calls for additional perspective, Patrick and Tahitta can help connect the appropriate knowledge and capabilities while remaining closely involved in the planning relationship.

The result is an experience that feels personal and coordinated, with the reach and resources to address a wide range of financial questions.

^{WHAT GUIDES US}The values guiding
every plan.

How we work matters just as much as what we recommend.

01

Listen First

Your priorities, concerns, relationships, and circumstances shape every conversation that follows.

02

See the Whole Picture

We consider how financial decisions connect instead of addressing each account or question in isolation.

03

Bring the Right Resources

When additional perspective may be valuable, we draw upon the broader capabilities available through the firm.

04

Turn Planning Into Action

We translate complex questions into understandable priorities, responsibilities, and next steps.

^{Meet The Team}Advisors who genuinely listen.

Patrick and Tahitta lead each client relationship with support from a team dedicated to keeping the planning experience organized, responsive, and connected. Every person plays a distinct role, but the objective is shared: help clients understand what comes next and feel supported along the way.

Patrick Thuecks, AIF® AAMS®

Financial Advisor, Investment Advisor Representative

Over a 35-year career, Patrick has supported clients in building and maintaining financial strategies that reflect their priorities and circumstances.

Tahitta Diaz, MBA, CLF®

Financial Advisor, Investment Advisor Representative

Drawing on nearly a decade of experience in financial services, Tahitta Diaz helps individuals and families navigate major life and financial transitions with clarity and confidence.

Kelly Buehner, MBA

Client Services Concierge

(954) 331-5099

kbuehner@barnumfg.com

Rhonda White

Business Development Associate

(203) 222-2952

rwhite@barnumfg.com

JoAnn Thuecks

Operations Coordinator

Jose R. Olivo

Operations Coordinator

^{Firm Resources}Specialized resources, connected to your plan.

We can draw upon professionals and resources across the broader firm when a client’s circumstances call for additional perspective. We remain at the center of the relationship, helping connect that expertise to your larger financial picture.

One relationship. A broader range of resources. A more coordinated planning experience.

^{START A CONVERSATION}Let's look at the whole picture, together.

A thoughtful plan starts with understanding what matters to you. Share the transition, decision, or opportunity in front of you, and let’s explore how our team and resources can help you move forward.

Start a Conversation

^{Our Firm}A team built around your financial life.

^{Our Story}A close advisory relationship, backed by broader expertise.

^{WHAT GUIDES US}The values guiding
every plan.

How we work matters just as much as what we recommend.

01

Listen First

02

See the Whole Picture

03

Bring the Right Resources

04

Turn Planning Into Action

^{Meet The Team}Advisors who genuinely listen.

Patrick Thuecks, AIF® AAMS®

Tahitta Diaz, MBA, CLF®

Kelly Buehner, MBA

Rhonda White

JoAnn Thuecks

Jose R. Olivo

^{Firm Resources}Specialized resources, connected to your plan.

One relationship. A broader range of resources. A more coordinated planning experience.

John Foreman, CIMA^® MBA

Ron Quagliani, MSAF

Jeremy Hus, MSFS CFP^® ChFC^® CASL^® CLU^®

Kate Cassidy, JD*

Gregory Wachter

Brian Parmelee, CFP^®

Niko Vamvakas, RICP^®

Beverly Wright

^{START A CONVERSATION}Let's look at the whole picture, together.

A thoughtful plan starts with understanding what matters to you. Share the transition, decision, or opportunity in front of you, and let’s explore how our team and resources can help you move forward.

We Use Cookies

Our FirmA team built around your financial life.

Our Story A close advisory relationship, backed by broader expertise.

WHAT GUIDES US The values guiding every plan.

How we work matters just as much as what we recommend.

01

Listen First

02

See the Whole Picture

03

Bring the Right Resources

04

Turn Planning Into Action

Meet The Team Advisors who genuinely listen.

Firm Resources Specialized resources, connected to your plan.

One relationship. A broader range of resources. A more coordinated planning experience.

START A CONVERSATION Let's look at the whole picture, together.

A thoughtful plan starts with understanding what matters to you. Share the transition, decision, or opportunity in front of you, and let’s explore how our team and resources can help you move forward.

^{Our Firm}A team built around your financial life.

^{Our Story}A close advisory relationship, backed by broader expertise.

^{WHAT GUIDES US}The values guiding
every plan.

^{Meet The Team}Advisors who genuinely listen.

^{Firm Resources}Specialized resources, connected to your plan.

^{START A CONVERSATION}Let's look at the whole picture, together.