What Our Clients Are Saying
Ben Warren, CFA Founder
I grew up in Leavenworth, Washington. For college, I moved to the Boise area to attend Northwest Nazarene University where I played catcher and was team captain for the University’s baseball team. I graduated with a degree in Business Administration in 2002.
I began working as a financial advisor in 2004 and earned the right to use the Chartered Financial Analyst (CFA®) designation in 2011. I’m currently a member of both the CFA Institute and the CFA Society of Idaho and was honored in 2014 by the Idaho Business Review as one of the Accomplished 40 Under 40 in 2014.
I’m one of the lucky people that genuinely loves what they get to do for a living. Guiding good people through critical decisions in their financial lives is the most amazing privilege.
I can’t imagine doing anything else.
Beyond work, my life is about my incredible wife and four(!) beautiful daughters, traveling to experience the amazing world we live in, and reading both for fun and to constantly improve.
Jackson Yenor Financial Advisor
I grew up in Boise, Idaho and went to college at Ashland University in Ohio. I graduated with a degree in History and Political Science in 2018.
I began working as a financial advisor in 2019. In February, 2022, I earned the CFA, Level III. I am currently a CFA Charterholder Candidate.
From an early age, I saw how money can advance the goals of a family. Wise financial planning is helping every member of my family reach their goals. I see it as a great privilege to help other families navigate their financial lives.
My wonderful wife and I currently live in Boise with our beautiful little daughter. We enjoy spending weekends with friends from our Church community and family, enjoying everything this lovely state has to offer.
Chelayne Molck Executive Assistant
As Ben Warren’s Executive Assistant, I have the honor of working closely with Ben and ensuring our clients achieve their goals.
I have worked in the Financial industry since 2010. I graduated from Boise State University with two degree’s, Accounting and Human Resource Management. These two degrees aren’t often associated with one another, but I have always enjoyed numbers and working closely with people. At Tumwater, I am able to do both and feel very lucky to use my strengths to help others.
In my free time I enjoy golfing, hiking, and traveling with my husband and two children.
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