Our Approach
Warner Wealth was founded with the mission of guiding our clients through many aspects of their financial lives. We strive to align your financial tools with short and long-term goals so you can move through life with confidence, understanding and abundance.
As you navigate through the ever-evolving challenges and milestones of life, we are here to serve as a professional resource for you, your family and your community.
James Warner, CFP®
CEO and Lead Wealth Advisor
Robyn Wolcott, CFP®
Financial Advisor
Rachael Ciocca
Director of Client Services, Financial Advisor
Bette Lynn Paez, CFP®, MSIA, ChFC®, AIF®
Financial Planner
John Kinney
Financial Advisor
Kevin Sullivan, AIF®
Financial Advisor
Brian Boyd
Financial Advisor
Sarah Layton
Client Service Representative
Dan German
Financial Advisor
Ryan Duques
Chief Operating Officer
Shannon Cushing
Director of Marketing
Gabriella Ciocca
Client Service Representative
John Kulhawik
Technology and Office Manager
Catherine Sherburne
Client Experience and Marketing Strategist
Carley Schmidt
Marketing and Events Associate
Sharon See
Client Service Representative
Nahid Noory
Licensed Client Service Representative
Grace Mazzola
Client Service Associate
Jordan Wentworth
Client Service Associate
Melody Bailey
Administrative Support
Sage Follo
Client Service Associate
Danielle Berlepsch
Client Service Associate
Angela King
Client Service Associate
William Merchad, CFP®
VP/Senior CFO
Chris Dadrat, CFP®
Financial Planner
Lisa Lafond
Compliance Manager
Micaela Knapp
Client Service Representative
Bill Wolcott
Chief Fix-It Officer
Jim Warner
Retired WG Founding Member
Rhea Warner
Chief Barking Officer
Paisley Ciocca
Head of Puplick Relations
Elsy & Emmy Cushing
The Pawfolio Partners
Puck Boyd
Junior Security Pawficer
Professional Designations and Explanations
- Certified Financial Planner (CFP®)
- A CFP® professional has met rigorous education, examination, experience, and ethical requirements set by the Certified Financial Planner Board of Standards. They provide comprehensive financial planning services and are held to a fiduciary standard.
- Learn more - Chartered Financial Consultant (ChFC®)
- The ChFC® designation is awarded to financial professionals who complete extensive coursework covering financial planning, insurance, income taxation, retirement planning, and estate planning.
- Learn more - Chartered Life Underwriter (CLU®)
- The CLU® designation indicates specialized knowledge in life insurance and estate planning, including law, taxation, and wealth transfer strategies.
- Learn more - Chartered Financial Analyst (CFA®)
- The CFA® charter is a globally recognized credential for investment management and financial analysis, emphasizing portfolio management, ethics, and advanced investment tools.
- Learn more - A CPA is a licensed accounting professional qualified to provide auditing, tax preparation, and financial consulting services after meeting strict education and examination requirements.
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