Today's investment climate offers unprecedented opportunities. My mission is to help clients take advantage of those opportunities.
As an advisor at Barnum Financial, I work to educate families, individuals, and businesses on current economic conditions that may have an effect on their financial well-being. I develop and implement comprehensive financial solutions utilizing my knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. My goal is to get to know my clients utilizing a collaborative, one-on-one approach dedicated to identifying and prioritizing their financial goals, offering professional guidance and strategies to meet individual and group needs.
I am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information.
I am a registered representative of and offer securities through MML Investor Services, LLC., member SIPC (www.sipc.org). Supervisory address: 6 Corporate Drive, Shelton CT 06484. 203-513-6000