Our Team

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...

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...

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...