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Welcome to Warner Wealth

Our Approach

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.


What began as a family business in 1983 has grown into a professional financial source for clients throughout the country. We are proud to act as fiduciary for our advisory clients and wholeheartedly believe everyone deserves to feel financially empowered. Our team looks forward to working with you. 

James Warner, CFP®

James Warner, CFP®

Lead Wealth Advisor

Jim Warner, CFP®, CLU

Jim Warner, CFP®, CLU

WG Founding Member

Robyn Wolcott

Robyn Wolcott

LPL Financial Advisor

Bette Lynn Paez, CFP®

Bette Lynn Paez, CFP®

LPL Financial Planner

John  Kinney

John Kinney

LPL Financial Advisor

Rachael  Ciocca

Rachael Ciocca

Director of Client Services

Brian Boyd

Brian Boyd

Insurance Specialist

Shannon Cushing

Shannon Cushing

Director of Marketing

Gabriella Ciocca

Gabriella Ciocca

Client Service Associate

Brooke Holden

Brooke Holden

Plan Manager | Paraplanning Services LPL Financial

Sarah Layton

Sarah Layton

Madison Office Manager

Danielle Berlepsch

Danielle Berlepsch

Client Services Associate

Sharon See

Sharon See

Client Services Associate

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Paisley Ciocca

Paisley Ciocca

Head of Puplick Relations

Rhea Warner

Rhea Warner

Chief Barking Officer

Emmy Cushing

Emmy Cushing

Pawsitivity Relationship Manager

Elsy Cushing

Elsy Cushing

Master of Paw-crastination

You've heard our story, now we want to hear yours. To learn more about how Warner Wealth can serve you, give us a call today.

203-929-2727