Warren Ward, CFP

Warren is a Certified Financial Planner and principal of Warren Ward Associates. He began his career in finance in 1991, working for a regional brokerage firm. He later began working as a Financial Planner for a bank in Columbus, IN, before opening his private practice in 1999.

By opening his own practice, Warren was able to move to the same side of the table as his clients, free to make recommendations without any corporate influences that may or may not be in the client's best interest. He will become as involved in your situation as you wish, from answering the occasional question over the phone to working with your other advisors to meet all of your financial and lifestyle needs.

Warren is a member of the Financial Planning Association, the Society of Financial Professionals, The Hoosier Hills Estate Planning Council and The Indiana Society of Public Accountants. He is also a local expert on college financial aid issues.

Warren is not an attorney and he does not offer legal advice. Neither does he do taxes, but he is willing to make necessary referrals upon request. What he does strive to do is merge the information from all your advisors into a coherent plan that puts your needs first.

Warren is dedicated to community involvement and has been involved with the Columbus Area Arts Council, Big Brothers/Big Sisters, Su CASA and First Presbyterian Church.

 

Jalene Thompson Hahn

Jalene began as an intern for Warren Ward Associates in November of 2003. She recently became a Financial Planning Associate. Jalene has an undergraduate degree in Finance and an MBA from Indiana University. She is currently taking classes to earn her CFP � and plans to take the exam in late 2006. She has five years experience as a Financial Analyst for a High Net Worth Family. Her specialties include College Funding and Financial Aid, Women in Transition, and Retirement Planning.

Jalene is the mother of two active boys who attend St. Bartholomew School. In addition to her involvement at St. B's, she has been involved in the Young Mothers Educational Development (Y-MED) program, Bartholomew County Step Ahead, and a variety of child care related initiatives. Jalene is excited to be returning to her �financial roots� and hopes to provide financial education programs that will help people live more fulfilling lives and reach their individual financial goals.

Tonia Wahbeh

Tonia is the most recent addition to the team. She is responsible for Client Services and overall office Administration. Tonia has a Bachelors degree in Sociology and over 10 years experience in Customer Service and Administration. With her background and experience as her guide and her sheer will and determination to assist our clients with any situation that requires her help, Tonia will make certain that all our clients feel confident in their choice to bring all their financial needs to WWAFP.

When you call our office or walk in the door, Tonia will always greet you with a warm and pleasant smile and the kind of respect and hospitality that she learned growing up in the southern town of New Orleans, Louisiana. Along with her hospitality, you will find that she is extremely task oriented and will not give up until she gets you the help or answers that you need.

As a wife and mother of two teenage girls, ages 15 and 16, she strives to recognize the needs of our clients and their families and goes the extra mile to treat our clients just as she would want her own family to be treated.


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