With over 20 years in the financial services industry, I focus on guiding individuals, families, and business owners through a thoughtful, process-driven approach to financial planning. At Barnum Financial Group, my work is centered on helping clients make confident decisions by aligning their financial goals with well-structured, long-term strategies.

I believe the foundation of successful wealth management is not just in the products we offer, but in the clarity and discipline of the process we follow. Whether it’s planning for retirement, navigating complex investment landscapes, preparing for life’s uncertainties, or managing generational wealth transitions, I work closely with clients to build a plan that adapts and evolves with their needs.

My mission is to create a collaborative planning experience rooted in transparency, education, and trust—ensuring clients feel empowered at every step. Strong relationships and consistent communication are at the heart of my practice, allowing me to serve as a dependable partner over time, not just at the point of sale.

Outside of the office, I enjoy spending time with my wife and our two boys. I’m actively involved in the Newtown community and coach my child’s sports team, which keeps me connected and grounded. These experiences reinforce the importance of planning for what truly matters—family, community, and a secure future—and they shape the way I support my clients every day.

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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

CA Insurance Lic. #0K92979

CRN202805-8761944