Broker Check

Our Team

James E. Warren, Jr., CFP®

Founder

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Ask Jim Warren if he believes that accomplishments are important and he will definitely tell you that they are. However, Jim will quickly add a resounding response of deep conviction that a person’s character is infinitely more...
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Sharon L. Baysinger Warren, CEBS® , ChFC® , CLU®

Founding Partner

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Out of all the influences upon Sharon Baysinger Warren’s life that have fundamentally made her who she is today, family seems to transcend them all, and for some very good reasons. Sharon grew up in a small town in central...
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Mark Horstmann, CPA, PFS, CFP®

Founding Partner

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Mark Horstmann’s life is a living demonstration that he knows what he wants, he knows how to get there, and he loves to help other people do the same. At the age of 18, he decided to marry. His parents weren’t exactly...
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