- Financial Planner
- Financial Services Executive
- SpecialCare Planner
As a Financial Services Executive and Financial Planner with Barnum Financial Group, I offer comprehensive financial planning and investment management services to individuals and families who want to preserve and grow their assets. I help my clients identify their goals, plan for retirement, grow and protect wealth, lower tax liabilities, identify insurance needs, and assists with their estate planning needs. I provide financial strategies that are carefully tailored to each client’s goals, values, and tolerance for risk. At Barnum, I lead a team of six financial professionals and also work closely with my clients’ attorneys and accountants, in order to provide comprehensive financial planning.
Areas of Focus:
- Retirement Planning
- Risk Management
- Tax Efficiencies
- Estate conservation
- Employee and executive benefits
- Employee education and guidance
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.
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