Jason serves as the Financial Support Specialist, partnering with our advisors to create detailed financial plans tailored to every client’s unique situation. These plans address areas of retirement planning, investment management, taxes, and estate planning.
Jason has been in the business for 4 years and is licensed in life and health in over 30 states, as well as holds his Series 6 and Series 63 registrations. His industry knowledge and experience make him a valuable resource for our team. His personalized approach helps foster long-term relationships and provides our clients with exceptional customer service.
Jason joined this business to help people live a financially sound life. He graduated from Central Connecticut State University with a degree in economics. Jason started in the business as a college intern at Northwestern Mutual in 2019 and transitioned to Barnum in 2021.
Outside of work, Jason enjoys fishing, playing sports, watching baseball and football, as well as spending time with his two dogs. Jason is involved in The Race4Chase Kid’s Triathlon program which aims to provide kids aged 6 to 12 with a safe, healthy non-competitive environment to discover the sport of triathlon.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT. CA Insurance License #4193632 AR Insurance License #19197955