Broker Check

Team

Our Mission

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.  We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Meet Our Team

Jim Ian, AIF®, CASL® 

Managing Partner | Wealth Management Advisor

jian@barnumcm.com

Matthew Corrigan

Financial Planner | Financial Services Representative

mcorrigan@barnumcm.com

David Desanti

Financial Advisor | Investment Advisor Representative

ddesanti@barnumcm.com

Mila Clark

Financial Services Representative

mclark@barnumcm.com

Ashley Amendola

Marketing Director | Executive Assistant

aamendola@barnumcm.com

Bethany Franks

Business Operations Associate

bfranks@barnumcm.com