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Warner specializes in helping clients achieve their retirement goals. In addition, he is a qualified resource for clients who need help designing their estate and wealth transfer plans. Prior to joining Cleary Gull, Mr. Warner worked on designing and funding personal and corporate life insurance, qualified retirement and executive benefit plans. A member of the Society of Financial Service Professionals and former President of its Milwaukee Chapter, Mr. Warner also belongs to the Milwaukee Estate Counselors Forum. He is a life member of the Million Dollar Round Table. Mr. Warner received a Bachelor of Science degree in Management from Purdue University and currently is pursuing a Master of Science in Financial Services degree (MSFS) from the American College in Bryn Mawr, Pennsylvania. He is a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC) and an Accredited Estate Planner (AEP). Mr. Warner is also a member of the Firm's Board of Directors. | 