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Professional Story

From a nine person firm with one location, I led the evolution and growth of Barnum Financial Group.  With over 300 advisors serving clients in all fifty states, Barnum provides customized solutions in areas including:

  • Asset management
  • Risk management
  • Retirement planning
  • Estate planning
  • Business planning
  • Special needs planning
  • Employee benefits

Emphasizing attracting, developing, and empowering top talent focused on a shared mission and clearly defined strategies, has enabled us to expand to nearly 40 locations in Connecticut, Massachusetts, New Jersey, New York, and Rhode Island. 

I am continually inspired and motivated by two key words: dream big.


Languages: English


Credentials: LUTCF®


Specialties:Insurance Strategies, Investment Strategies


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By submitting this request, I agree to receive e-mails and phone calls using automated technology from MassMutual, its financial professionals, affiliates or vendors on its behalf regarding MassMutual products and services, at the e-mail address and phone number(s) above, even if it is for a wireless phone. I understand I can contact a local financial professional directly to make a purchase without consenting to receive calls from MassMutual.