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Warner Group
 

Team

 

James provides detailed financial consulting and analysis for his clients and offers financial services through LPL Financial that are tailored to address their current needs and future goals.

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Jim Warner is a well-known financial educator who has lectured at business leadership conferences, libraries, and community centers.

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Emily began her career at Warner Group in 2013 as an intern assisting in the firm’s overhaul of technology systems and operations. She is now Director of Client Relations.

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Gwendolyn Behr

Administrative Assistant

203-285-8336

Gwendolyn joined our team in December of 2016. She assists with office marketing strategy, facilitates event coordination, and acts as a client services liaison.

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