Barnum Premier Client Group

When you join the Barnum Premier Client Group, you become a member of my inner circle. I pride myself on taking care of everyone inside that circle. My team and I provide strategic advice in investment management, asset protection services, portfolio management, and financial planning. Whether you’re an emerging professional, pre-retiree or business owner, I understand the need to not only protect your income, but help it grow. Speaking of business owners, we work extensively with you and corporate executives delivering financial education, executive compensation strategies, and business succession planning.