From a nine person firm with one location, I led the evolution and growth of Barnum Financial Group as one the top firms in industry. With over 300 advisors serving clients in all fifty states, Barnum provides customized solutions in areas including:

• Asset management
• Risk management
• Retirement planning
• Estate planning
• Business planning
• Special needs planning
• Employee benefits

Emphasizing attracting, developing, and empowering top talent focused on a shared mission and clearly defined strategies, has enabled us to expand to nearly 40 locations in Connecticut, Massachusetts, New Jersey, New York, and Rhode Island. In recognition of our results, I am the youngest inductee into the MetLife Managers’ Hall of Fame and the youngest winner of its Top of the Tower award.

I am continually inspired and motivated by two keywords: dream big.

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT.

CA Insurance Lic. # 0L09217.                  AR Insurance Lic# 2306041

Check the background of this investment professional on FINRA’s BrokerCheck