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.
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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Prior to bringing her practice to Barnum, Michelle’s career in the Financial Services industry began at New York Life, following a successful 19-year career in the fashion industry.
Michelle transitioned to the Financial Services Industry after realizing that her most important job, being a mom, had fostered a passion for making a positive impact on people’s lives. Her practice focuses on helping families create and execute a vision for their future. She understands the importance of financial education and is dedicated to empowering her clients with the knowledge they need to position themselves for success.
Michelle lives in Buchanan, New York with her husband and her three children. If you’re looking for Michelle, you’re most likely going to find her on the sidelines cheering on one of her kids’ teams. But they aren’t the only active ones in the family. She spends her “me time” gardening, cooking, hiking, and kayaking. Michelle currently holds the Series 6 and 63 Securities licenses.
I am licensed and registered to offer products and services in NY. Licenses will vary.
Domiciled in NY.
Check the background of this investment professional on FINRA’s BrokerCheck
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