AR Insurance Lic # 16587205
CA Insurance Lic # 0I25727
Marty’s financial services practice is built on a commitment to careful listening, thoughtful analysis, sound strategies, effective implementation, ongoing monitoring, and quality service. His overarching goal is to give clients confidence that they have a strong strategy in place for themselves and those they love. His areas of focus include retirement strategies, insurance protection, investment management, education funding, and
As a Transition Solutions Specialist, when employees experience a change in their group life insurance benefits, I help them with the important, time-sensitive decisions they have to make about their life insurance coverage. In addition, we provide informed advice to employees regarding health insurance coverage and comprehensive financial advice such as when to begin taking social security and how to optimize retirement plan distributions. We specialize in working with families and individuals who are going through a financial transition and are seeking sound guidance.
Marty began his career in financial services in 2004 as an equity trader, gaining valuable insights into the global markets and economy that continue to inform his approach today. In 2012, he joined Barnum to expand his offerings and has since provided comprehensive planning strategies for individuals and their families. He lives in Middlebury, Connecticut, with his wife, Tara, and their two sons, Sonny and Miles. In his free time, Marty enjoys golf, cooking, traveling, watching sports, and spending time outdoors.
MetLife administers the Transition Solutions program and has arranged to have specially trained third-party financial professionals to offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract.
Third party financial professionals provide securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. 6 Corporate Drive, Shelton, CT 06484; Tel 203-513-6000. MML Investors Services LLC., is not affiliated with MetLife. MMLIS is not affiliated affiliated with MetLife Consumer Services or any of its affiliates.
L0824042576[exp0826][All States][DC,PR] CRN202708-7011421
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.