Broker Check

Evergreen Advisory Team

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">Our Practice</span>

Our Practice

The Evergreen Advisory Team at Barnum Financial Group collectively has over forty years of industry experience. Our team is led by two certified financial planners, Brooke Hourigan and Arthur Gallant. Brooke and Arthur offer one-on-one financial planning services and strategy implementation to help individuals and families achieve their financial goals.

As the Evergreen Advisory Team grew, we expanded our services to include corporate education. What began as infrequent small seminars at local businesses designed to provide employees with essential retirement options quickly expanded into semi-monthly workshops. Brooke and Arthur regularly hold workshops for major corporations throughout the tri-state area like Sikorsky Aircraft, Pratt & Whitney, and Collins Aerospace. Their presentations include topics such as social security, retirement planning, and tax strategies.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Brooke Hourigan

Brooke Hourigan

CERTIFIED FINANCIAL PLANNERâ„¢ professional

203-513-6045

Arthur Gallant

Arthur Gallant

CERTIFIED FINANCIAL PLANNERâ„¢ professional

203-513-6230

Jeffrey Bertholf

Jeffrey Bertholf

PRACTICE MANAGER AND FINANCIAL SERVICES REPRESENTATIVE

203-513-6109