My Qualifications

As a Financial Services Representative with Barnum, I work with you to maximize your return on any financial products or investments taking into consideration your personal financial objectives, time horizon, and risk tolerance.

  • I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY. CA License Insurance # 0G34743
  • Financial Planner
  • Special Care Planner
  • Wealth Management Adviser
  • Registered Representative
  • Member of Ed Slott's Master Elite IRA Advisor Group
  • MBA- Finance, Fordham University
  • Kellogg Graduate School of Management-Executive Program: Credit Analysis, Equity Valuation & Financial Reporting