My wealth management practice is based on a commitment to understand your unique needs and help improve your overall financial health. I bring about a disciplined approach that begins with a meaningful conversation focused on gaining a deeper understanding of your future goals and aspirations. My process is designed to empower you to make more educated decisions and give you confidence that you have a comprehensive plan in place that offers security and freedom to live a flourishing life now and in retirement.
The team of thought leaders at Barnum have been creating value for our clients by bringing decades of experience to products that streamline the management of your assets. Areas of focus include investment management, retirement and tax planning, risk management, education funding, and estate conservation strategies.
Underscoring everything I do is a deep commitment to providing outstanding service and support throughout our relationship.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.
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