I think I am most impactful to a business owner, family or individual when I am employed as a financial consultant implementing a financial plan. My client service model is relationship based allowing me to be available to my clients when they need me. I answer my phone and email myself as often as possible. I make an effort to meet my clients when they raise a challenge that they think requires immediate assistance. I truly believe that the best clients are those that want to be educated about financial processes and products. My process addresses an individual and family’s need for wealth preservation, assistance with philanthropic efforts, and/or educating family members on how to implement the family’s values within the framework of the family business. I help address the financial challenges that distract the family from achieving its goals all while maintaining a high level of discretion and privacy.I will work with you and your tax and legal advisors to help you select the most appropriate product solutions to suit your specific needs and circumstances.

The Colonial Theatre, a non-profit educational institution incorporated in the states of Connecticut and Rhode Island, began in April of 1985 with the renovation of two buildings (built in 1844) now on The National Landmark Registry.The first production opened on June 18, 1985. At the theatre’s inception, programming involved theatrical performance from February through December, educational programs, along with training and internship programs. Outreach was also initiated with a touring production of scenes from Shakespeare that played in schools and social centers in addition to the theatre. Programming continued to grow, with the addition of reading series for new works, and the development and production of several new works.

Barnum Financial Group provides a full range of investment and risk management products and services to over 250,000 clients, including individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states.With offices in Connecticut, Massachusetts, New Jersey, New York, and Rhode Island, Barnum has a team of resources to help create customized solutions to fit your goals and circumstances. Barnum strives to build long-term relationships with each client through understanding, quality service, integrity, and financial education.

Oversee the implementation of strategic initatives and financial goals for the organization supporting the families of Connecticut with a family member suffering from Amyotrophic Lateral Sclerosis (Lou Gehrig's Disease).

Managed a wholesaling territory from Portland, ME to Orange County, NY that involved managing a pipeline with 4 internal sales assistants.

Real estate investment and management.

Engineering and banking personel development consultant specializing in computer system interface and database development implementation and education. Managed and contracted fees for three employees.

Research and Development engineer on various aerospace programs. Expired top secret clearance with the DOD (expired 1992).