BARNUM IRONWOOD - Key Persons
Job Titles:
- Client Relationship Associate
Brandon is responsible for facilitating the life insurance submission process in addition to providing service to existing clients.
Chris has been helping his clients achieve their retirement goals with asset allocation strategies and risk assessment tools since 2008. Chris understands the importance of proper insurance protection for families and businesses alike. Merging the concepts of risk protection and holistic financial planning, Chris offers effective solutions guiding his clients to a deep understanding of their financial life.
Chris holds the Series 7 and 63 Securities registrations and is also Property and Casualty licensed in Connecticut, New York, and New Jersey. In 2009, Chris obtained the LUTCF designation which stands for Life Underwriter Training Council Fellow - a high standard of knowledge and long-standing industry designation.
Chris is licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Lindsey oversees the operational management of the practice, focusing her expertise on the team's marketing and business procedures as well as processing service requests.
Job Titles:
- Financial Services Executive
Through his practice, Matt offers a full range of services for individuals and families including retirement planning, investment management, estate conservation strategies and asset protection strategies. He has been with Barnum Financial Group since 1994 and is a life-long learner. He has a strong commitment to continuing his education staying up-to-date on his knowledge of the industry to help you navigate today's complicated financial landscape.
Matt has gained a number of important industry designations throughout his career including CERTIFIED FINANCIAL PLANNER™ certificate, Chartered Financial Consultant® designation, Chartered Life Underwriter® designation, and Chartered Advisor for Senior Living® designation.
Matt is licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Job Titles:
- VP, Retirement Planning Solutions
Ryan's practice is based on a commitment to careful listening, thoughtful analysis, sound strategies, effective implementation, ongoing monitoring, and quality service. He works with business owners, executives, and their employees, providing benefits consulting and programs, succession strategies, risk management services, financial literacy programs and other solutions. He has been working in the finance industry for over a decade and has earned numerous awards including the MassMutual Rising Leaders Award in 2017, 2018, and 2019. He holds his Series 7, 65, and 63 securities registrations and is licensed to sell Life, Accident and Health Insurance.
Ryan is licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Job Titles:
- Property and Casualty Specialist
Job Titles:
- Business Development Associate
Zander is a graduate of Franklin & Marshall College where he earned a degree in Economics. He is responsible for scheduling appointments and identifying sales opportunities.