Our Team

Since 1987 I’ve been helping people plan for their financial future. Attaining all of the major financial planning designations, has provided me with the proper perspectives for guiding people. I currently hold the Certified...

Jeremy leads a team that develops personalized financial plans and innovative solutions to meet the needs of Barnum Financial Group’s clients. Jeremy holds credentials in areas including the financial needs of seniors and is a...

Kate provides case design support in the areas of estate and business planning helping to create sophisticated personalized strategies for individuals, families, and businesses. Prior to joining Barnum, Kate was an estate planning,...

John works with Barnum advisors to develop and implement investment strategies tailored to meet each client’s personal needs, opportunities and goals. He began his career in 1999 with Citigroup as a taxable fixed income...

Matthew is a valued resource in complex life, disability, and long term care insurance plan design. He emphasizes the use of insurance from a holistic wealth management perspective. His work focuses on using life insurance as a key...