As a Financial Planner, Michael services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Michael can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed. He collaborates with his clients and their families to determine their financial goals.

Prior to joining Barnum Financial Group, Michael’s most recent experience involved developing the professional and management team of 35 Financial Service Representatives at Bankers Life while maintaining his own client base.

• Over 15 Years in the Financial Services industry
• Obtained the CLTC designation, focusing on the discipline of extended care planning. It provides professionals that critical tools necessary to discuss the subject of longevity and its consequences on their clients family and Finances
• Holds his Series 7, 6, 63 and 65
• Earned his Bachelor of Arts at the University of Connecticut
• Michael resides in Deep River, Connecticut with his wife and four kids
• He enjoys doing activities with family and friends, such as fishing, hiking, sports and boating

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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