As a Managing Director with Barnum Financial Group, I lead a team of more than 50 financial services representatives dedicated to providing insightful advice and quality service to their clients. I serve as coach and mentor to my advisors, helping them develop their unique practices. My focuses include new business acquisition, client engagement techniques, and advanced selling skills development. I am also dedicated to attracting, developing, and empowering top talent to our organization. Under my leadership, Barnum has been named one of the “Best Places to Work in Rhode Island” by the Providence Business News for five consecutive years.
Barnum provides customized solutions in areas including:
-Business planning strategies
I am licensed and registered to offer products and services in RI. Licenses and registrations will vary.
Domiciled in RI.
Check the background of this investment professional on FINRA’s BrokerCheck