*Named as a Forbes 2023 Best-In-State Wealth Advisor*
I truly believe I wouldn’t be a successful financial professional over the past 18 years if I didn’t love what I do. I want my clients to achieve that same level of success. My biggest goal is always to make an impact on my client’s lives and to ensure we build a secure future for their loved ones. As a father of three children, I know how important it is to leave a legacy.
That same mentality carries over with SKG. Our family office consists of a team of financial professionals with that same mission and thrive on our client-first philosophy. We take our work very seriously. We are masters of our craft, because all our advisors are certified financial planners, and every member of our staff are licensed in the industry.
I have been blessed to be able to mentor young advisors on their career journeys. I love coaching up my financial team and pushing them so they can access the very best versions of themselves. That’s what makes SKG Barnum such a rewarding part of my life.
- Forbes Best-in-State Wealth Advisors, 2022 & 2023. The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Awarded for Financial Literacy workshops by the NYSE in 2011
- Named to Forbes 2022 Best-In-State Wealth Advisors List
- Active with the Barnum Foundation (Charity carnivals, Bikes for Kids, etc.)
- Cited in major news outlets: Barons, CNBC, U.S. News and World Report, Forbes, Yahoo News
- Co-founded a top team within Barnum
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.Domiciled in NY. CA Insurance License # 0M95984. AR Insurance Lic # 8645589