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Team

How We Work

How We Work

Currently, we are all California natives, with some of our office working out of state. Cody & Elisabeth work remotely most of the time, but you may see them in the office when they come back to the Central Valley to visit their families.

We believe in challenging and supporting each other to pursue our goals. This allows us to grow as a team to better support our clients as well. While each of us is from the same area, we are each similar and unique just like our clients.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Gary Warner

Gary A Warner, CFP®, CRC®

CERTIFIED FINANCIAL PLANNER™

(559) 436-4717

info@warnerwealth.com

Gary Warner is an experienced investment professional providing leadership and commitment to your success. Gary has 27 years of experience in the financial services industry. He graduated from California State University Fresno in 1997...
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Jordan Lee

Jordan Lee

Wealth Advisor

(559) 436-4717

team@warnerwealth.com

Jordan Lee joined our team in October 2022 and he holds his Series 7 license through LPL Financial and his Series 66 license with Mariner Independent Advisor Network. He continues to work diligently building Financial Plans, analyzing...
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Cody Warner

Cody Warner

Wealth Solutions Assistant

(559) 436-4717

While Cody could have been hired from the time he was born, he actually began working in the office after he graduated high school. Cody continues to support the Wealth Solutions Team by preparing Financial Plans and preparing for...
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Venus Warner

Venus Warner

Client Service Associate

(559) 436-4717

Venus and Gary have been working together in the office, officially, for about twelve years. She loves connecting with our clients, especially through stories that they share.Venus grew up in a bus in the foothills of the Central...
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Sunny Davison

Sunny Davison

Office Manager

559-436-4717

Sunny joined the team in October 2024. She attends Clovis Hills Community Church, where she met Gary and Venus Warner. When she is not working, Sunny spends her time taking care of her three children (Madeleine, Michael, and Gracelyn),...
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Olivia Kapheim

Olivia Kapheim

Client Service Associate

(559) 436-4717

Olivia was hired in our office by Steve Musson, Gary Warner's former partner, when he saw her at church one Sunday in 2019, and the rest is history. Olivia is a Central Valley native. Originally from Dinuba, she has since moved up to...
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Henry Flores

Henry Flores

Client Service Associate

559-436-4717

Henry joined the team in August 2024 as a Client Service Associate. He grew up in Selma, California, and earned a Bachelor’s Degree in Journalism from California State University, Fresno. Previously, Henry worked as a news reporter in...

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