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Warren Financial joins Geneos Wealth Management


Kansas City financial adviser Warren Financial Group has joined Geneos Wealth Management, a Denver-based broker/dealer.

Warren Financial is led by James E. Warren, Jr., 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 USD1m to USD5m 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," says Geneos president and chief executive Russ Diachok (pictured). "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."

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