Focus: Insurance Strategies, Investment Strategies
From a nine person firm with one location, I led the evolution and growth of Barnum Financial Group. 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.
I am continually inspired and motivated by two key words: dream big.
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