Meet your team of advisors who can help you cover money need-to-knows—and make sure you have fun along the way.
Joseph Bogardus ChFC®, AIF®, CFP®, Special Care Planner
jbogardus@theestablishmentbarnum.com
(203) 513-6383
my story
My work in the financial services industry began when I was a student at the University of Richmond. My studies included multiple internships with prestigious Wall Street banks where I discovered my passion for assisting people with their finances. I realized that helping people get financially organized, plan for what they feel is most important, and navigate through difficult financial decisions was my life calling.
Outside of work, I enjoy an active lifestyle. My favorite pastimes include CrossFit®, spending time outdoors, and hanging out with my family and miniature Goldendoodle, Charlie. One of the achievements I am most proud of is completing a Spartan Beast challenge up and down Mt. Killington, Vermont (14+ miles!).
You should know
Born and raised in Fairfield, CT. I'm a proud alumni of Fairfield Prep. Education and health are the two causes I care about most. Growing up, I dreamed of being either an NFL quarterback or celebrity chef.
fun facts
Spirit animal
Tiger
Drink of choice
Manhattan
Can’t live without
My wife, Angela
Binge worthy food
Bacon, egg, and cheese sandwich
Michael Bogardus, CFP®, AIF®, ChFC®
mbogardus@theestablishmentbarnum.com
203.513.6375
my story
I’ve found that the biggest challenge I face in my work is cutting through all the noise surrounding personal finance. Delivering a clear, concise, and actionable message is key. Also important is the educational aspect of my work. It’s at the core of everything I do with my clients, because the more they learn, the more empowered they will be to make smart financial decisions. Seeing my clients accomplish their goals and improve their lives, both financially and personally, is truly gratifying.
When I’m not working, I’m staying active by going to the gym and practicing yoga. I also enjoy trying new restaurants and watching football, specifically the Tennessee Titans. My activities also depend on the season. Winter, you can find me on the ski slopes. Summer, by the water. Fall, partaking in some sort of “Fall” activity. Spring, traveling and exploring new places.
You should know
Born and raised in Fairfield, CT. Went to School in Virginia. I am the Michael Jordan of board games; Monopoly and Risk are two of my favorites. Cancer prevention and mental health issues are causes I support.
fun facts
Song that never gets old
Anything off of the album, “Hybrid Theory” by Linkin Park
Favorite restaurant
Molto in Fairfield, best Italian in CT!
Drink of choice
Manhattan. The real question is, straight up or on the rocks?
Dream job
Offensive coordinator of the Tennessee Titans
book a class with michael
A Guide to Retirement Planning
THURSDAY / AUG 20
@ Establishment Webinar | 7:00PM - 8:00PM
Michael
John Corraro
jcorraro@theestablishmentbarnum.com
203.513.6399
my story
I have been working in the financial services industry since 2015 and I can honestly say it has been my dream job. I really enjoy being a resource to people trying to make smart financial decisions. Although gaining clients can be a challenge, I’m inspired by my entrepreneurial grandfather and father, who both built successful businesses.
Outside of work, I love to cook, hang out with my friends, try new restaurants, and watch and perform theatre. I’ve been performing since I was eight. (It’s my hidden talent.)
You should know
Born and raised in Shelton, CT. I have a twin sister. Would love to travel to Italy. Wish I knew more about my family’s history.
fun facts
Favorite one hit wonder
“Mambo Number 5”
Drink of choice
Pinot Noir
Can’t live without
Cell phone
Netflix binge show
House of Cards
book a class with john
Personal Finance Fundamentals
THURSDAY / JUL 30
@ Establishment Webinar | 1:00PM - 2:00PM
John
Creating A Budget
WEDNESDAY / AUG 12
@ Establishment Webinar | 1:00PM - 2:00PM
John
Bryn Doyle CFP®, RICP
bdoyle@theestablishmentbarnum.com
203.658.1949
my story
For the last nine years, I’ve been doing exactly what I want to be doing: helping people grow personally and professionally. I love when clients call to tell me how much they’ve accomplished and how the goals we established and worked through were essential to that success. While I wish there were more hours in the day that I could be helping people, I know when I look back on my life, I’ll be happy I spent it making others’ lives better.
When I’m not working, I can be found completing a community service project or spending time with family and friends. I care deeply about helping people who have been less fortunate in life learn new skills, gain employment, and move their lives in a positive direction.
You should know
Born and raised in Manchester, NH. Love Lady Gaga. Volunteer at Western CT United Way and Inspirica. Wish I knew more about starting and running businesses.
fun facts
Favorite book
“A Better Way to Live” by Og Mandino
Drink of choice
Yuengling
Spirit animal
Stallion
Guilty pleasure
Pizza
Christopher Hiza, RICP
chiza@theestablishmentbarnum.com
203.513.6156
my story
Soon after starting my career as a teacher, I realized I liked teaching adults as much as I did teaching kids. That led me to my dream job, working in financial services. For the last eight years, I’ve enjoyed helping people create a better future for themselves – even if they don’t know it yet. Sometimes, they just need a little advice and encouragement to make the right move. That’s where I come in.
Even outside of work, I like to offer a guiding hand. I’m very involved in my community as a baseball and basketball coach. Beyond that, I like to spend time with my wife and three children.
You should know
Born and raised in Milford, CT.
fun facts
Song that never gets old
“I Don’t want to Lose Your Love” by The Outfield
Bucket list destination
Maldives
Drink of choice
Craft beer, dry red wine, or Tito’s and club soda
Favorite Book
Anything by David McCullough
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