Team Carriere

Kevin joined Barnum over 30 years ago so that he can offer his clients a wide array of financial products and services with first-class customer support. As a team, we provide knowledge and value to our clients while exemplifying the utmost standards of professionalism, truthfulness, and integrity. We take the family dynamic into our business and handle all of our clients with the proper care they need. The products and services we can offer include life insurance, disability income insurance, long-term care insurance, plus various retirement, estate, investment, and education funding strategies.

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

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Our Mission
To provide personalized financial education to empower our clients to take control of their own financial future. 

Financial Planner
Financial Services Executive


Financial Advisor
Investment Advisor Representative

Our Promise

Create confidence through knowledge

Empower You to be in control

We deliver advice, planning, knowledge, solutions, and service to enable you to live a financially confident life.

We care about You

We guide you through a process that prioritizes your goals for your lifestyle, your family, your personal future, and your legacy.

Your trusted partners

We serve as your advocate, working with your other trusted advisors to bring all of the pieces of your financial life together.

Help You optimize Your financial situation

We help you find untapped opportunities, manage risks, deal with uncertainties, and anticipate challenges.