Broker Check

Warner Finance Team

The fact that we are tax professionals sets us apart from most financial advisors. In that capacity we offer in-depth analysis of tax implications associated with investments. We measure our success by the large number of financial referrals that we receive from our current clients.

 

Stanley Warner is a Certified Public Accountant with over 20 years of professional experience working with individuals and small business owners. He has been a Registered Representative with H.D. Vest Investment Servicessm since 2004...

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Ann Tracy

Registered Representative

570-668-0765

570-668-3837

Ann Tracy joined the team in 2003 and has dedicated her time to tax preparation, tax law and financial servicing. She performs all aspects of client servicing including fielding client questions and concerns, processing investment...

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Megan Smith

Registered Representative

570-668-0765

570-668-3837

Megan Smith joined the staff in 2013. She performs all aspects of client servicing including fielding client questions and concerns, processing investment related paperwork, and making client trades. Megan is also trained in preparing...

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