With over 43 years of lessons learned as a Financial Advisor, Warren is committed to providing his clients with exceptional investment guidance and personal service. Taking the time to carefully listen to his client’s financial needs, Warren is able to develop personalized solutions to help manage and preserve his client’s assets.
In 1975 Warren graduated from the University of Georgia and received a Bachelor of Arts in Risk Management and Insurance from the Terry College of Business. In addition to applicable securities and insurance registrations and licenses, Warren earned his Certified Financial Planner™(CFP®) designation in 1986 after completing extensive coursework and examinations.
Away from the office, Warren is very involved in the community and volunteers his time to a number of organizations including, the Medical Center Foundation (Signature Gifts), North Georgia Community Foundation, the Gainesville State College Investment Advisory Committee, the United Way, Little League Baseball Coach and as a Gainesville High School Athletic Club Volunteer.
Warren and his wife Jamie are active members of the Grace Episcopal Church and live in Gainesville. They have three grown children and enjoy college football, hiking in the mountains of North Carolina and reading.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.