CA Insurance License #4289651
In today’s complex world, it is more important than ever to have a financial services representative that can help you see the “big picture” and address your entire financial life. Together we will create a financial strategy that addresses both your near-term realities and your long-term challenges and goals. Areas of focus include retirement strategies, insurance protection, and estate conservation strategies. Throughout our relationship, I will provide the service and support you need to have confidence in the steps you have taken to achieve the financial future you want.
In addition, I give you the knowledge and information you need to make informed financial decisions with confidence and serve as your advocate, working with your other trusted advisors to bring the pieces of your financial life together.
QUALIFICATIONS
- Began working at Barnum Financial Group in 2017
- Series 6 and 63 Securities Registered
- Licensed to sell Life, Accident, and Health Insurance
PROFILE
- Graduated from Binghamton University with a Bachelor’s Degree in Business Administration and Human Development
- Enjoys freshwater fishing, hunting, and lacrosse
- Coaches youth community Lacrosse in Westchester County
- Resides in Yorktown, NY
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.
Check the background of this investment professional on FINRA’s BrokerCheck