The People Behind the Plan
Our team believes great financial planning starts with genuine connection. Every client deserves a team that listens closely, plans carefully, and follows through on every promise—big or small. We bring together diverse experience and a shared commitment to disciplined, personalized service so that each client feels seen, understood, and supported through every stage of life.
Zachary Wojtowicz, CFP®, ChFC®
Financial Planner
Investment Advisor Representative
Zack has always been intrigued by how people interact with money and financial markets. Financial services has provided Zack with the ideal platform to help individuals and families better understand their relationship with money. He works in a fiduciary capacity with goal-based, client-centric planning as the focus. Every client’s story is unique and intimate. With that, Zack believes the only solution is a personalized plan that is tailored to the individual’s needs, wants, and values. Zack places education at the root of his planning practice, believing that “My job first and foremost is to be a good listener. I need to understand how life experiences have shaped my client’s money behaviors so I can then come back with several potential paths forward and have an open discussion about pros, cons, and tradeoffs to each.” Zack’s goal is to cultivate strong, long-lasting, collaborative relationships with his clients. In 2022, Zack acquired his CFP® Designation after also becoming a Chartered Financial Consultant, (ChFC®). Zack, Tiffany and their two kids, Isla and Colton, live in Easton, CT.
(401) 243-8877
zachary.wojtowicz@BarnumFG.com
CA Insurance License # 4182122
I am licensed and registered to offer products and services in RI. Licenses and registrations will vary. Domiciled in CT
Jack Patten
Financial Planner
Investment Advisor Representative
Jack graduated from Iona University with a degree in Finance and a minor in Economics, bringing a strong academic foundation to his work as a Financial Planner. Driven by a genuine curiosity about how people make decisions that shape their financial futures, Jack views his role as a partnership with his clients and families, helping them bring clarity and direction to their financial lives. His practice is grounded in client-centered, fiduciary planning that aligns with each client’s personal vision and aspirations. Jack understands that financial planning is not one-size-fits-all. Each client brings their own story, goals, and challenges to the table, and Jack’s approach is to build a plan that reflects what truly matters to them. He believes education is a cornerstone of effective planning, ensuring clients understand the strategies they implement and why they align with their long-term goals. As Jack often notes, “Financial planning should simplify your life, not complicate it.” Jack partners with clients to navigate protection, investment, tax, retirement, and estate planning, aiming to provide confidence through life’s changes while helping clients enjoy the present. Outside of the office, Jack enjoys spending time with his family, restoring antique cars, and playing golf.
(401) 643-5225
Jack.Patten@BarnumFG.com
I am licensed and registered to offer products and services in RI. Licenses and registrations will vary. Domiciled in RI
*Some health insurance products offered by unaffiliated insurers.
Kayla Santos
Financial Planner
Investment Advisor Representative
Kayla takes a consultative approach to financial planning, focusing on what matters most to you. She works closely with individuals and businesses to create personalized strategies aligned with their goals and values. As a Financial Planner, she helps clients navigate all six key areas of planning—covering everything from protection and investments to tax strategies, retirement, and estate planning. Her goal is to deliver tailored solutions and ongoing support to help clients achieve long-term success. Kayla is licensed to sell Life, Accident and Health insurance and also holds her Series 6, 65 and 63 licenses. She earned her Bachelor’s degree in financial services at Bryant University and was awarded the “Leadership in Financial Services” from Bryant University. Outside of her professional endeavors, Kayla enjoys travelling and spending quality time with her husband Domenic, their son Kody, and dog Milo.
(401) 243-8818
kayla.santos@BarnumFG.com
I am licensed and registered to offer products and services in RI. Licenses and registrations will vary. Domiciled in RI
Patrick Curley
Financial Planner
Investment Advisor Representative
As a Financial Planner, Patrick services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Patrick can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.
Patrick is licensed to sell Life, Accident, and Health insurance, and holds his Series 7 and Series 66 licenses. He earned his Bachelor’s degree in Finance from Bryant University and currently resides in Quincy, MA. Outside of the office, Patrick enjoys going on walks with his girlfriend, Abbey, getting out on the golf course with family and friends, and cheering on his beloved Boston sports teams.
(401) 243-8843
pcurley@BarnumFG.com
I am licensed and registered to offer products and services in RI. Licenses and registrations will vary. Domiciled in RI
Jameson Goff
Financial Planner
Investment Advisor Representative
As a Financial Planner, Jameson works with individuals and business owners to help them clarify their goals and build strategies designed for long-term success. He takes a comprehensive approach to financial planning, beginning with a clear understanding of a client’s current position and guiding them through protection, investment, tax, retirement, and estate planning. Whether identifying solutions for a specific need or implementing a full financial plan, his focus is on creating thoughtful, personalized strategies.
Jameson supports clients at every stage of life — from those just getting started to families preparing for retirement or looking to protect what they’ve built. He is licensed in Life, Accident, and Health Insurance and holds the Series 7 and 66 securities registrations. A graduate of Providence College, he earned a degree in Finance with a minor in Philosophy.
He resides in Johnston, Rhode Island, and enjoys spending time with family and friends, cooking, getting outdoors, and playing pickleball.
(401) 243-8895
jgoff@BarnumFG.com
I am licensed and registered to offer products and services in RI. Licenses and registrations will vary. Domiciled in RI
Who You Work With Matters
Barnum Financial Group's mission is to impact as many lives as possible by providing clients with holistic financial advice that integrates investments, protection, estate and tax planning, and long-term strategy. The firm is committed to helping people make confident, informed decisions about their financial future.
Through Barnum, the SWP is backed by a team of professionals, specialists, and resources that allow him to offer a boutique-level client experience with the support of a national organization.