- Financial Services Representative
- Investment Advisor Representative
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 was married in September 2014 to my beautiful wife Tina right after we purchased our first home in West Haven, Connecticut. In our spare time we love traveling. We are always trying to visit more of our National Parks. When traveling we enjoy camping, hiking, backpacking, rock climbing, kayaking, scuba diving, skiing and snowboarding. Tina and I are also new to beekeeping, starting our first 2 hives in May of 2017. One of my most recent endeavors has been training for American Ninja Warrior at New Era Ninjas in Hamden, CT.
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