Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Saving for Education
  • Tax Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Charitable Giving
  • Estate Planning Strategies

Awards & recognition

  • The OakBridge Group, Ameriprise Client Experience Award, 2020, 2021, 2022, 2023
  • Jason Warnke, Five Star Wealth Manager, 2012-2016, 2018-2024
  • Jason Warnke, Hartford Business Journal 40 Under 40, 2014

Community participation

Client Testimonial from Brenden A

What challenges were you facing before working with us?

We had issues with paying too much credit card interest and not being organized with our IRAs, keeping to a budget and not understanding wants from needs.

How did our service help you overcome these challenges?

It helped track our financial needs more accurately and better manage credit card interest.

What services do you find most beneficial?

Having someone just a phone call or email away to ask important financial questions when deciding what to do or how to proceed. Tom was very helpful when we changed jobs and what to do with our many work-related IRAs. Tom does an excellent job with identifying opportunities for investment.