Resources

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.

Kate is an employee of Barnum Financial Group. Prior to joining Barnum, she was an estate planning, probate and elder law associate with the law firm of Bishop, Jackson & Kelly, LLC in Milford, Connecticut. She assisted with legacy planning and estate administrations as well as public benefits and special needs planning.

Kate has a degree in English and American Literature from New York University. She received her juris doctor degree from Quinnipiac University School of Law where she was the Opinions Editor of their Probate Law Journal. Kate is admitted to the Connecticut Bar and is a member of the Connecticut Bar Association’s Estates and Probate and Elder Law sections.

Licensed but not practicing.

John is an employee of Barnum Financial Group. He 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 specialist and was an advisor with Citi-Smith Barney where he specialized in short-term money market securities.

John earned an undergraduate degree in economics from Hartwick College and a MBA with a focus on entrepreneurship and international management from the University of New Hampshire. John also earned his Certified Investment Analyst® (CIMA®) designation.

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.

Domiciled in CT

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 Chartered Advisor for Senior Living, Chartered Financial Consultant®, and is a Certified Financial Planner™. He holds a degree in economics from the University of Connecticut.

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.

Domiciled in CT

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 retirement planning tool, most notably in the areas of income replacement, estate planning, business succession planning, and executive benefits.  Matthew is a graduate of the University of Connecticut with a degree in business and technology.

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.

Domiciled in CT