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Hear from our founder and how Barnum was transformed into what it is today.
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Managing risks that could compromise your financial goals is vital.
Growing your wealth strategically is key to achieving goals like a happy retirement. Planning for your future includes carefully considering your investment options.
Every major financial decision you make impacts your retirement.
Switching jobs comes with a long to-do list that requires important financial decisions.
Legacy planning is more than just leaving money behind.
Considering the tax implications of individual, investment, or business decisions can help you pay less to the government.
A good education provides more than just a diploma or a degree; it’s the foundation of a solid future.
Providing your loved ones with the best possible quality of life requires patience, coordination, and careful planning.
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To thrive in the marketplace, you need more than just a strong work ethic and a great product or service.
Your employees are the backbone of your business. Show them you’re invested in their health and future with a competitive benefits program.
We offer educational opportunities to help you maximize financial opportunities and overcome financial challenges.
We have the knowledge and resources to assist you in every step of your financial journey.
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As a Financial Advisor, Financial Services Executive and Investment Advisor Representative, I partner with Barnum Financial Group so that I can offer my clients a wide array of financial products combined with first class client service. My mission is to educate my clients and help guide them to financial independence and security providing them with the personal attention they deserve, while reflecting on their personal values, objectives and goals.
Working with Barnum allows my clients to take advantage of the many resources of this first class firm. Barnum considers our clients’ needs, goals, and dreams to be of the highest priority. Financial Services Representatives with our firm believe in the value of long-term relationships, service, integrity, and uncompromising quality.
I have over 28 years of experience in the Finance Industry and hold Series 6, 7, 26 and 65 securities registrations and am licensed to sell Life and Health and Property and Casualty Insurance. I graduated from Southern Connecticut State University with a Bachelor of Science Degree in Management and am also a graduate of the Life Underwriting Training Council Program. I I am a Million Dollar Round Table – Life & Qualifying Member and have earned the distinctions of Leaders Conference Qualifier, as well as a Management Leaders Conference Qualifier.
My wife, Susan and I, reside in Shelton, CT and have three children, Joseph, Michael, and Jillian. I served as President of the National Association of Insurance and Financial Advisors, am a member of the American Red Cross and participate in the Junior Achievement program. My hobbies include coaching high school football, basketball and lacrosse. In my free time, I also enjoy boating and fishing.
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
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