Treasured Time Board of Directors
Suzanne’s passion for cause marketing grew stronger after losing a family member to cancer at age 26 and watching a close friend whose husband and 8-year old are battling cancer. She organized food chains, enlisted numerous volunteers, but wanted to do more. She fondly remembers when her grandparents took 17 family members on a cruise for their 65th wedding anniversary in lieu of giving monetary gifts and she will never forget the family memories created on that trip. That’s why she wishes to make those kinds of memories for the families supported by Treasured Time.
Cassandra has been a volunteer EMT, received her CNA certificate in 2010, and works as a surgical tech, as well as manages a Starbucks location in Seymour, CT. Working at Starbucks has enabled her to make many connections and be able to reach out to the community in many different ways, such as participating and aiding in events with Habitat for Humanity, and Susan B. Komen.
In August 2003, Cassandra’s uncle and best friend was diagnosed with pancreatic cancer, and passed away in September that same year. He left behind a wife, six daughters, and five grandchildren. Seeing the effect tragedy imposes upon a family, and loosing someone so dear has enabled her to understand the importance of what organizations like Treasured Time can do for those in need.
His thirty plus years of diversified accounting and tax experience include three years as a senior accountant at Weidenbaum, Ryder & Co., and eight years as a manager at N.L. Fish & Co, where he served as the firm’s director of financial statement quality control. In 1996, Lloyd converted his part-time tax and accounting practice, established in 1985, into a full-time CPA practice.
Lloyd currently handles a wide variety of accounting and tax matters for his clientele. These include corporate and personal tax preparation and planning; bookkeeping and payroll services; financial statement preparation; and employee benefit and retirement planning. Services are tailored to meet the individual client’s specific needs.
During her 11 year tenure at Verizon Wireless, Jenn was responsible for developing and executing events and employee recognition for the 800 person call center workforce. In addition to fostering internal employee engagement, Jenn also served as the center’s primary liaison for community outreach: supporting on-site Red Cross Blood Drives; community drives to support local food banks, animal shelters and local domestic violence shelters; Cooked dinner and helped organize pantries at the local homeless shelter; Salvation Army’s Angel Tree program as well as serving as the primary liaison for the center’s support of the annual American Cancer Society Making Strides Against Breast Cancer walk in Hartford’s Bushnell Park. She was recognized by Verizon Wirelesses’ Executive Leadership Team for her incredible volunteer efforts. Her talents truly reside in her ability to plan and execute both small and large scale events.
Jenn is passionate about mentoring young female athletes, on and off the field. She has been a volunteer softball coach at Derby High School, her alma mater, since 1997. She has also volunteered with the CT Eliminators and The Valley Vipers travel softball organizations.
Several members of Jenn’s family have battled with life threatening illnesses. She lost her grandfather to lung cancer when she was only 12; her aunt has survived 2 bouts of throat cancer; and most recently, her aunt and godmother battled and survived rectal cancer. Jenn’s commitment is to continue her work in a volunteer capacity by helping others facing these same difficult situations.
To best serve the needs of his clients,Anthony has brought together a team of highly skilled, highly experienced professionals with specific areas of expertise that work together to provide comprehensive wealth management capabilities. They collaborate with each client to create personalized solutions tailored to their unique situation.
Anthony’s process begins with discovery and goal setting to uncover and clarify what each client wants to achieve. Utilizing his team and a host of internal and external resources,he develops a program that enables his clients to manage and grow their wealth. He and his team work closely with their clients’ other advisors, including their attorneys and accountants. This holistic approach,combined with highly personalized service and cutting edge financial management tools,has earned Anthony a number of top honors from MetLife including the Chairman’s, President’sand Leaders Conferences and membership in the prestigious InnerCircle.It was also the catalyst for the creation of Barnum Wealth Management,a financial services firm focused on serving a select group of affluent individuals and their families as well as key executives and their employees.
A major component of Anthony’s approach is to educate and empower clients to make informed decisions about often complex issues. As part of that commitment,Anthony does considerable work with PlanSmart®,an educational program encompassing a range of financial topics offered by MetLife to employees of major corporations. Anthony offers this program to corporate executives,focusing on topics that address the issues and opportunities presented by their multifaceted compensation and benefit structures.
Anthony’s commitment to working one on one with people in support of their goals extends to his work in the community. He is on the board of directors of FoundationforLife,a non-profit that has supported hundreds of organizations working to better the lives of those in need throughout the community.
Anthony has been awarded two prestigious “40under40”honors bytheFairfieldBusinessJournalin 2012 andConnecticut Magazinein 2011.In February 2013,Anthony become one of the select few to be designated a Register Financial Advisor by the National Football League Players Association.He has also been named a Five Star Money Manager in Connecticut* and is a member of the Million Dollar Round Table, recognized as the standard of excellence in the life insurance and financial services business.
Anthony is a graduate of CentralConnecticutState University with a degree in finance and has earned his CERTIFIED FINANCIAL PLANNER™certification.He lives in Fairfield, Connecticut with his wife Stefanie and their lovely daughter ChloeEmma. A member of Burning Tree Country Club in Greenwich, Anthony enjoys golf and tennis and is an overall exercise enthusiast.