Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Meet the Team

Annie Chen. LUTCF

Annie Chen. LUTCF

Financial Advisor/Financial Planner

201-226-4709

201-712-0383

Resources to Better Serve You

Through our relationship with Barnum Financial Group, we have access to the following resources. This division is made up of product specialists and a dedicated financial planning team that has vast knowledge of their specific areas of business, which offers our clients a truly unique and well-rounded experience. 

Barnum Financial Group provides a full range of investment and risk management products and services to over 280,000 clients, including individuals and their families, as well as small businesses, corporations, government entities, and not-for-profits organizations and their employees in all fifty states. Learn more about Barnum Financial Group at www.barnumfinancialgroup.com

The Wealth Strategies Division and Product Specialists listed below are employees of Barnum Financial Group, not AMC Legacy. Through a strategic partnership, AMC Legacy has access to these resources to help us better serve our clients.

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

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

Vice President, Financial Planning

John Foreman, MBA, CIMA®

John Foreman, MBA, CIMA®

Vice President, Investments

Niko Vamvakas

Niko Vamvakas

Vice President, Retirement Planning Solutions

Kate Cassidy

Kate Cassidy

Vice President, Advanced Markets

Brian Parmelee, CFP®

Brian Parmelee, CFP®

Vice President, Risk Management

Greg Wachter

Greg Wachter

Vice President, Risk Management

Beverly Wright

Beverly Wright

Vice President, Worksite Products

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.