A TEAM OF RESOURCES WORKING FOR YOU
Barnum’s Financial Services Representatives are supported by a network of thought leaders that are experienced and trained in individual and business planning strategies. They collaborate with your legal and tax advisors to help ensure your goals are never far out of reach.
Paul Blanco is the founder and CEO of Barnum Financial Group, an award winning provider of comprehensive personalized planning, investment and protection solutions, and financial literacy programs to clients across the United States. Throughout his career, Paul has been a tireless advocate for his firm and the communities it serves as well as for the financial services industry.
He began his career at MetLife as a financial services representative in […]
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Recognizing the transformation in the financial services industry as it evolved from transaction-based to holistic financial planning, Jeremy developed Barnum Financial Group’s initiative to provide comprehensive advice and innovative solutions to its clients. Today, as the Director of Financial Planning, he oversees a team of consultants who provide in-depth analysis and thoughtful creative strategies to help Barnum’s clients meet their personal short and long-term goals. He also consults with […]
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John works with us to develop and implement investment strategies tailored to meet each client’s personal needs, opportunities and goals. John earned an undergraduate degree in economics from Hartwick College and a MBA with a focus on entrepreneurship and international management from the University of New Hampshire. John also earned his Certified Investment Analyst® (CIMA®) designation, which represents the Investment Management Consultants Association’s highest standards of excellence for investment […]
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Kate provides case design support in the areas of estate and business planning helping to create sophisticated personalized strategies for individuals, families, and businesses. Prior to joining Barnum, Kate was an estate planning, probate and elder law associate with the law firm of Bishop, Jackson & Kelly, LLC in Milford, Connecticut. She assisted with legacy planning and estate administrations as well as public benefits and special needs planning. Kate […]
view profileQualified Charitable Distributions from IRAs Charitable giving and philanthropy are often important to successful individuals. They want to support [...]
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Matthew Teel is a highly valued resource in complex life, disability, and long term care insurance plan design and sales. His career has evolved from his roots as an intern at a major wire house to running his own financial advisory practice to his current role as Agency Director of Protection Products for Barnum Financial Group the #1 Firm at MetLife for 2012. Today, he leads a team that […]
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