Financial Services Executive | Investment Advisor Representative
Through his practice, Matt offers a full range of services for individuals and families including retirement planning, investment management, estate conservation strategies and asset protection strategies. He has been with Barnum...
Financial Planner | Investment Advisor Representative
Chris has been helping his clients achieve their retirement goals with asset allocation strategies and risk assessment tools since 2008. Chris understands the importance of proper insurance protection for families and businesses alike....
Ryan’s practice is based on a commitment to careful listening, thoughtful analysis, sound strategies, effective implementation, ongoing monitoring, and quality service. He works with business owners, executives, and their...
Client Relationship Associate
Jeremy graduated from Sacred Heart University with a bachelor’s degree in Finance and Business Economics. Prior to graduating, Jeremy participated in Barnum’s Advisor Scholar Program where he became a mentee of Team...
Debby oversees the operational management of the practice, focusing her expertise on the team’s marketing and business procedures as well as processing service requests. Debby completed the CFP program at Fairfield University in...
Our Team of Resources
VP, Worksite Benefits
VP, Risk Management
VP, Financial Planning
VP, Advanced Markets
Property and Casualty Specialist
VP, Retirement Planning Solutions