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I started my career as a financial advisor and built a successful business helping individuals and business owners preserve and grow their wealth. Today, I am a Managing Sales Director at Barnum Financial Group helping advisors at all stages of their careers establish, develop, and sustain their businesses.
I utilize a highly personal approach, taking the time to understand each advisor’s way of working with their clients, their areas of expertise, and their selling and service style. I then help them develop strategies to better attract new clients, retain existing relationships, and deepen the level of service they provide. I also work extensively with people just beginning their careers in financial services, helping them acquire the knowledge and skills they need to succeed.