As a CERTIFIED FINANCIAL PLANNER™, Warren strives to treat every client with respect, dignity, and honesty. Specializing in comprehensive wealth management, he is able to advise on complex financial issues pertaining to retirement, investments, insurance, and works alongside other professionals in the community to provide tax and estate planning advice.
Having a unique background as a math teacher with a degree in Mathematics from Texas A&M University, Warren can communicate difficult concepts clearly. Retirement planning requires a superior understanding of many variables. Compound interest, inflation, income, expenses, returns, risk, market volatility must all be taken into consideration to formulate a realistic financial plan or retirement plan.
Our philosophy to managing investments starts first with understanding our client. It's imperative to understand the client's entire financial situation, their goals, and their risk tolerance. Our goal is to maximize results for a given risk tolerance. If using mutual funds, we select managers with long, successful track records that invest their own dollars into the fund they manage. Most importantly, we continue to monitor investments and meet with the client regularly to review the investments.
Warren holds the distinguished designation of CFP® professional. He has his FINRA Series 7 and 66 securities licenses, which allow him to advise on investments and provide comprehensive wealth management. He also has his life and health insurance license.
Most of his free time is spent playing with his three young boys and spending time with his wife, Julie. He enjoys watching Aggie sports, playing soccer, running, biking, and Mexican food. Warren has served the community as a teacher, coach, and youth pastor and is a member at Grace Bible Church in College Station.