About Us

As collectors and lovers of wine, our team has always found the process of making wine analogous to the steps and processes relevant in cohesive financial planning.

Why Brix? “Brix” refers to the ratio of sugar in grapes in a vineyard before harvest—a primary indicator of potential quality and balance in the final wine. Like the best winegrowers, financially successful people must consider the implications of their decisions early enough in the process to drive the impact and results they desire long term.

This is the bedrock of any good wine and successful financial planning. For most of our clients, this long-term outcome is the culmination of their life’s work – and the capstone of a life well lived.

Beyond having the most cutting edge and advanced financial planning designations, our team has developed strategic partnerships with business valuation experts, mergers and acquisitions teams and the country’s foremost thought leaders in tax and estate issues, in order to best serve our client base. Our commitment to deepening our client’s bench of advisors allows for truly collaborative planning.

Bringing it all together is our unique, proprietary approach to transforming the financial planning experience using strategic analytics and a simplified and elegant roadmap to guide deliberate action and track progress. With transparency our goal at every turn, our process is custom-tailored to ensure the “decisions made in the vineyard” are aligned with producing the results our clients seek.

Meet Our Firm

Our highly-qualified team is ready to guide you towards your most critical financial goals. Get to know the people who will help you along the way.

Jared Levy, CFP®, ChFC®

Co-Founder & Managing Partner

Nick Kavallieratos, CLU®, ChFC®

Co-Founder, Managing Partner, COO

Jason Feldman, CFP®, ChFC®, CLTC

Managing Partner

Eugene Peysakh, CEPA®

Managing Partner

Derek J. Pierce, PsyD


Richard L. Caiazzo, CFP


Kyle Smith

Financial Services Representative

Delaney Wallace, CEPA®

Financial Planner

Aimee Libby

Insurance New Business Analyst

Lana Morozova

Investment New Business Analyst

Extended Resources

Our firm is supported by a team of specialists at Barnum Financial Group referred to as the Wealth Strategies Division (WSD). 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.



Matthew Teel

Brokerage Director

Kathleen A. Cassidy

Vice President, Advanced Markets

John Foreman

Vice President, Investments

Jeremy Hus

Vice President, Financial Planning

Greg Wachter

Vice President, Risk Management

Niko Vamvakas

Vice President, Retirement Planning Solutions

Approval # CRN202302-278300