Broker Check


 Warner Group



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.

Read more

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

Read more

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.

Read more

Gwendolyn Behr

Administrative Assistant


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

Read more