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Dan is partnered with Team JBW | www.jbwbarnum.com
Since entering the financial services industry with Barnum Financial Group in 2009, I have been dedicated to understanding my clients’ personal and financial aspirations, while developing a customized approach to help them reach their objectives. My mission is to guide my clients through the fluctuating financial climate. I spend a lot of time getting to know my clients and their families. My clients’ personal and financial goals and their concerns are very important to me and my process. I use financial education with all of my clients to establish a foundation of important concepts that apply to my clients’ own personal situations. I then work with a team of analysts at Barnum’s Wealth Strategies Division to provide my clients with education, advanced analytics, and comprehensive case consultations on a wide range of financial disciplines. More importantly, I am committed to my own education in the industry, meeting new people and developing great relationships with all of my clients.
I graduated from the University of Connecticut School Of Business in May of 2009 with a Bachelors of Science in Real Estate & Urban Economics. Although I spend much of my time working with my clients, I enjoy a very active lifestyle. I enjoy hiking, rock climbing, camping, visiting our National Parks, snowboarding, and playing bass guitar. I was a contestant on Season 13 and 14 of NBC’s, American Ninja Warrior. I was married in September 2014 to my beautiful wife Tina and have two children; Julian, born September 14th 2020, and Zoe, born June 10th 2022. We reside in West Haven, Connecticut.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.
Check the background of this investment professional on FINRA’s BrokerCheck