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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

Check the background of this investment professional on FINRA's BrokerCheck

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