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.