Financial Services Executive
Investment Advisor Representative
Since joining Barnum Financial Group in 2011, Brian has demonstrated his commitment to helping his clients achieve financial security through ethical and successful strategies. As a leading member of this team, Brian focuses on providing holistic financial solutions that help his clients realize financial independence. He holds his Series 7 and 66 securities licenses, Accredited Investment Fiduciary® (AIF®) designation, and has achieved membership in the Million Dollar Round Table. With a lifelong passion for financial planning, Brian received his Bachelor’s Degree in Finance from Central Connecticut State University and studied Economics at the Lancashire School of Business in Preston, England. Brian and his wife Kathryn live in East Hampton, CT with their daughter, Olivia.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.
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