We’re dedicated to your financial well-being and to helping you achieve your financial goals.
Hear from our founder and how Barnum was transformed into what it is today.
Meet our leadership team and learn how they’re dedicated to achieving Barnum’s mission.
We’re dedicated to creating a culture of belonging, respect, and opportunity for all.
We’re committed to making a difference in the communities in which we work and live.
A complete list of every financial representative working with Barnum Financial Group
We’re proud to be recognized for our commitment to our clients and their financial success.
Many national and local media outlets have leveraged our knowledge and thought leadership.
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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Key Findings, White Papers, Videos and more from our national research study
Access our blog offering relevant, useful, and educational content.
Check out our many financial educational events designed with you and your employees in mind.
Our clients share a common goal: having enough to retire when they choose to and ensuring their money lasts throughout retirement. We offer a personalized approach to help you live a more secure financial life in the years ahead. Our approach factors in all of your important goals and provides you with customized advice and guidance for today and the years to come.
We take the time to learn all that we can about you so we can address your needs, opportunities, and goals through a comprehensive strategy that integrates asset protection, retirement income generation, wealth management, and tax efficient alternatives. We deliver thoughtful and objective advice, with each member of our team contributing specialized perspectives and expertise to your personal situation. We also work closely with your other advisors, such as your accountant and attorney, to help ensure that the various components work effectively together.
Throughout our relationship we strive to deliver quality service, clear and concise communication, on-going periodic reviews, and whatever additional support you may need. We take great pride in the fact that a significant number of our clients have come to us as referrals from others who felt that they had benefitted from our insights and advice.
With over 16 years of experience in the financial services industry, I have a depth of knowledge in the area of retirement planning. I serve as the Tax Sheltered Annuity (TSA) representative for a number of local school districts working with educators and administrators to leverage their retirement benefit and savings programs to meet their long-term needs.
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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This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!