Meet your team of advisors who can help you cover money need-to-knows—and make sure you have fun along the way.

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Jennee Blanco


my story
You should know

fun facts

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Isaac Cohen


my story
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fun facts

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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

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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

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Michael Bogardus, CFP®, AIF®, ChFC®

Buying Your First Home

WEDNESDAY / JUN 10

@ Establishment Webinar | 7:00PM - 8:00PM

Michael
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Michael Bogardus, CFP®, AIF®, ChFC®

Creating A Budget

THURSDAY / JUN 18

@ Establishment Webinar | 7:00PM - 8:00PM

Michael
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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

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John Corraro

Understanding Craft Beer and Financial Plans

WEDNESDAY / JUN 24

@ Establishment Webinar | 7:00PM - 8:00PM

John
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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

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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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Christopher Hiza, RICP

The Risks and Rewards of Earning More

THURSDAY / JUN 4

@ Establishment Webinar | 7:00PM - 8:00PM

Christopher
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