Jason is the founder and President of Werner Financial. It has been his dream for over a decade to operate his own RIA firm, and over the last 10 years, Jason has honed his skills as an advisor.
Since Jason’s time studying business management and finance at Purdue University, risk analysis and asset management have been at the heart of his passion. Jason has utilized his competitive collegiate athlete’s mentality to personally design his clients’ portfolios- with the intention of creating strategies that will not only meet specific goals, but surpass them. This focus on performance, paired with a plan to provide an ultimate level of service, creates a win-win situation when you team up with Werner Financial.
After years of honing and developing his process at Blue Chip Consultants, under the mentorship of AIF® designee asset manager Aaron Warnacke, Jason planted his practice roots off the Southside of Indianapolis. Now, he spends every day developing portfolio models, retirement strategies, asset protection methods, financial education, and 401k plans and services for individuals, as well as small businesses.
Christy Calderon has worked with Werner Financial since 2018. Christy was originally born and raised in Woodbridge Virginia, where she studied business management and finance before her career and family brought her to Indiana.
Christy succeeded in the banking industry as she thrived as a Member Relations Specialist at Forum Credit Union for over 5 years. In 2018, Werner Financial was fortunate to gain Christy on their team, welcoming her as Director of Finance and Operations, where she is now responsible for defining, implementing, and revising operational policies and guidelines for all client accounts for the firm. Christy is focused on improving growth directives and creating content to improve client support services. Her strong work ethic, experience, and "second to none" effort for all the clientele of Werner Financial do not stop there. Her kind personality, aspiration to be the best, and overall pride in growing and protecting all of Werner Financial is what makes Christy the perfect fit for her position here. She enjoys spending her free time with her girls and her husband Roberto.
As Werner Financial grows as a firm, it is imperative that we bring on individuals that will exemplify what we stand for here, and that it is taking care of our clients. Delani Woodcock is one who lives by this standard, making her perfect for her role on our team as Director of Marketing and Business Development.
Born and raised in New Palestine, Indiana, she has returned to the Indianapolis area upon completion of her collegiate studies in order to pursue a professional career. Delani studied at the University of Tennessee and earned a degree in Marketing, as well as a secondary focus in Leadership. Immediately upon graduation, she was able to hone her skills wearing many hats at Innovative Pharmacy Solutions for 6 years where she continues to provide value with their Business Development.
Delani’s role at Werner Financial will position her to be a voice for the company as she will work to create constant communication with our current and potential clients. With our recent designation as an independent RIA firm, Delani is focused on growing the company, while more importantly, keeping our current Werner Financial family up to date on a constant bass on all aspects of the services we provide. Outside of the office, Delani loves to spend her time with her husband, Tyler and their dog, Cash.
You know how to succeed at what you do. With Werner Financial in your corner, you can rest easy knowing that the fruits of your success are protected and that your financial plan is working as hard as you are. Schedule a no-obligation conversation with Jason Werner at Werner Financial today to secure your success.