DENVER, CO -- 11/18/09 --
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 are thrilled to welcome a true industry leader like Jim Warren to Geneos
Wealth Management," said Geneos President and CEO Russ Diachok. "We have
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 Marine Corps Force Recon Team Leader during the Vietnam War, was
awarded the Silver Star, Bronze Star w/ Combat "V", Purple Heart, Vietnam
Cross of Gallantry, Navy Commendation Medal, among other combat and service
awards. His community work includes serving on the Advisory Board of the
Business College at Central Missouri State University, Warrensburg,
Missouri; Chairman of the Advisory Board of the College of Human
Environmental Sciences - Financial Planning Department 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 real 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(TM)) 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)
