Warren Financial Group Joins Geneos Wealth Management
Leading Kansas City Planner Leaves Royal Alliance for Elite Colorado Firm
| Source: Geneos Wealth Management
DENVER, CO--(Marketwire - December 3, 2009) - Geneos Wealth Management, Inc., a Denver-based
broker/dealer serving some of the investment industry's most elite
financial advisors, today announced that Kansas City financial advisor
Warren Financial Group has joined the firm.
Warren Financial Group is led by James E. Warren, Jr., CFP®, an
independent financial planner since 1982. With offices in downtown Kansas
City and Overland Park, and more planned for the metro area, Warren and his
staff of planners and money managers work with investors who have an
average of $1 million to $5 million in assets. Many of Warren's clients are
Baby Boomers nearing retirement.
"We're thrilled to welcome a true industry leader like Jim Warren to Geneos
Wealth Management," said Geneos President and CEO Russ Diachok. "We've
created something unique in the industry here at Geneos -- a boutique
environment where personal relationships, flexibility in service, and
advisor ownership are the top priorities -- and professionals like Mr.
Warren are liking what they find."
Warren is the former Chairman of the Royal Alliance National Advisory
Board, which represents that firm's 2,000 member independent advisory
network. Following a significant due diligence process to determine the
best platform for his operation, he made the decision earlier this year to
move his team to Geneos.
"We knew we wanted to partner with a firm that shares our focus on
financial planning and client service, and we spent a lot of time and
energy researching our options," said Warren. "We found that Geneos Wealth
Management, with its unique corporate culture and robust state-of-the-art
technology platform, was a perfect fit for our approach to business."
Warren, a Vietnam veteran who served in the Marine Corps during a difficult
time, uses those lessons to help military veterans and their families find
their way home. His past community work includes serving on the Advisory
Board of the Business College at University of Central Missouri,
Warrensburg, Missouri; Chairman of the Advisory Board for the Department of
Financial Planning at the University of Missouri - Columbia; Chairman of
the Kansas City Chapter of the Fellowship of Christian Athletes; Chairman
of the Endowment Development Advisory Board for the YMCA of Greater Kansas
City; and Chairman of the Board of Trustees for the Marine Military Academy
in Harlingen, Texas.
Geneos has become a preferred destination for financial advisors seeking to
establish their own brand and enhance their own independent practices. In
the past year, the firm has seen a significant rise in the number of
seasoned industry veterans like Warren looking for a boutique-like setting
that supports access to product, tools, or technology.
"With new rules and other regulatory changes coming down the pike in 2010,
we wanted a competent and flexible partner to help us stay ahead of
changing times," said Warren. "Geneos Wealth Management provides just the
sort of platform and industry experience that will enable us to seize the
day for our clients, their portfolios, and their future success."
About Geneos Wealth Management
Geneos is a leading broker/dealer headquartered in Denver, CO, providing
financial and estate-planning services through a select network of
registered representatives. The firm's 260 high-quality advisors around the
nation represent $7 billion in client assets under management. Geneos
advisors offer a complete array of wealth management products, including
mutual funds, alternative investment options, fixed and variable annuities,
and life insurance company products. For more information, visit
http://www.geneoswealth.com.
About Warren Financial Group, Inc.
Jim Warren has owned an independent financial planning firm since 1982. He
earned the professional Certified Financial Planner (CFP™) designation
from the College for Financial Planning in Denver, Colorado. He is the
President and Chief Executive Officer of Warren Financial Group, Inc., a
financial planning and registered investment advisory firm.
(www.warrenfingroup.com)