Biographies

Kate provides case design support in the areas of estate and business planning. She assists financial representatives in creating sophisticated personalized strategies for individuals, families, and businesses. Prior to joining Barnum,...

With extensive experience in employee benefits, Natalina offers comprehensive benefits consulting for organizations ranging from sole proprietors to large corporations. She also has a deep understanding of the Medicare rules and...

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...

Jeremy leads a team that supports Barnum Financial Group and guides advisors to develop personalized wealth management plans and innovative solutions to meet their current and long-term goals. Jeremy earned the designations of...

Nick provides retirement income analytics for the development of our holistic personalized wealth management plans. He also does annuity contract analysis and assists us with selecting annuity solutions where appropriate.

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...