I work with individuals, families, and business owners to reduce their financial risk and plan for the future.
The goal: To simplify and demystify the financial world for my clients so they can make better, more educated decisions.
Through a holistic approach, I focus on helping clients with their investment and risk management, retirement needs, and estate conservation strategies. I do this by creating a team that includes professionals across disciplines, such as accountants, attorneys, valuation experts, and bankers, enabling me to develop a customized strategy that is aligned with my clients’ financial goals.
At Barnum, I have access to an array of financial solutions designed to help you achieve your short-term objectives and long-term goals. The cornerstone of my practice is my commitment to giving you the knowledge and information you need to make decisions with confidence.
I hold the Chartered Retirement Planning Counselor℠ designation and have been in the financial services industry since January of 2007. I work closely with corporate executives, small business owners, foundations, endowments, and institutions.
Before joining Barnum, I worked as a Senior Portfolio Advisor at Merrill Lynch. Prior to that, I served as Vice President at JP Morgan and Smith Barney, with a focus on asset management and client acquisition.
Before making my transition into financial services, I spent 20 years working in my family’s retail sales and real estate management business in Myrtle Beach, South Carolina. I graduated from Coastal Carolina University with a bachelor’s degree in finance and now serve on CCU’s Wall School of Business Board of Visitors.
I am an avid traveler and photographer, and recently shot the countryside of Guatemala and Panama. I currently reside in Manhattan.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY. CA Insurance Lic# 0L73487
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