Jason Werner created Werner Financial Group to help each of his clients reach their financial goals. Jason’s style is all about building trust with his clients, so he can get a deeper understanding of their financial needs and find the best solutions to fulfill them.
Jason loves to dive into data and uncover those hidden investment gems that make his clients money. That dedication to research and analysis served him well through his career, from his days learning business management and finance studies at Purdue to his years as a financial professional with Blue Chip Consultants, where he was a top consultant and asset manager. Now, Jason uses those skills to create customized asset management and risk analysis plans for his clients.
He is an Accredited Investment Fiduciary and financial advisor, which means he is honor-bound to put his clients’ financial needs first. Jason believes in finding the perfect balance between risk and reward, and is relentless in looking for those opportunities for his clients. With experience in financial advising, wealth management, tax consulting, retirement income planning, life insurance, 401k management for businesses and estate planning, Jason Werner can create a complete financial plan for each client tailored to their needs.
Aaron Warnecke has 15 years of experience as an independent financial advisor, and is an Accredited Investment Fiduciary. He believes in putting his clients first, especially those who are retired or near retirement.
Aaron is driven by the values of honesty and loyalty. He enjoys guiding his clients to a stable and financially secure retirement through balanced investment plans tailored to their needs. Aaron studied at Indiana University and graduated with a bachelor of science from the Kelley School of Business, where he was an academic All Big-Ten for three years.
He was also a 4-year starter for the Indiana football team. Aaron takes those lessons learned in the classroom and on the field and pays them forward; coaching high school football and helping students deal with their challenges. Aaron also teaches his clients about their retirement choices so they can make winning decisions in finance. Aaron lives in Broad Ripple, Indiana with his wife, Kellie, and their two children, Lillybeth and Harry.
Chuck Roach is the owner of Roach Law Office, LLC. Chuck has practiced law since graduating from Indiana University (Indianapolis) in 1992, and has focused his practice on assisting individuals and families with estate planning needs.
Chuck advises clients regarding wills, trusts and other tools that will establish a plan for your family and assets. His office provides sound advice for your future, helping ensure that loved ones are protected, and that the property you have worked hard to accumulate is protected. As a lifelong practicing attorney in Indiana, with a substantial body of knowledge gleaned from his years with large and small firms (and as corporate counsel for a publicly-traded company) Chuck is able to provide "big firm" proficiency at reasonable rates. If you are in need of a will or estate planning, we at Werner Financial are fortunate to have a strong relationship with Roach Law, and are excited for our clients to have access to Chuck and his expertise.
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.