Jeremy leads a team that supports Barnum Financial Group and guides advisors to develop personalized wealth management plans and innovative solutions to meet their current and long-term goals. Jeremy earned the designations of Chartered Advisor for Senior Living, Chartered Financial Consultant®, and is a Certified Financial Planner™. He holds a degree in economics from the University of Connecticut.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT