Jordan Warners

About Jordan Warners

I help people make thoughtful and powerful financial decisions and stick with them over time.My work is grounded in long-term thinking—the belief that real wealth is built slowly, grown deliberately, with patience over time. There are rarely shortcuts. Just a clear process designed to hold up through uncertainty and change.Equally important to me is how the work feels. I think of my approach as financial hospitality: anticipating concerns, removing pressure, and creating an experience where people feel supported, informed, and never rushed. Complex topics are explained clearly. Decisions are made thoughtfully. Calm is intentional.Before becoming a financial planner, I worked in fine dining, where I learned that excellence is about preparation, discipline, and care delivered consistently again and again. That perspective shapes how I work with clients today. The goal isn’t to impress in a moment, but to provide guidance people can rely on year after year.I work best with people who value clarity over complexity, patience over prediction, and calm over cleverness. The result is a planning relationship built on trust, durability, and confidence.CFP® professional. Fee-only advisor. Long-term thinker.

Experience

1. Advisor

   Moneta

   Apr 2024 — Present · Chicago, IL, US

   Moneta is one of the nation’s premier comprehensive wealth management firms distinguished by a 150-year history of innovation, service and loyalty to its clients that only an independent company can offer.Moneta’s financial advisors work with individuals and families in every stage of the wealth life cycle – from young high earners on track to building lasting wealth to ultra-high-net-worth clients with complex multi-generation financial legacies. We help clients secure their current financial wealth and plan for the future they imagine by developing earning, spending, saving and tax strategies to support that vision; then we take care of the detailed work to implement the plan for you.

Education

• Michigan State University

  Bachelor of Arts (B.A.), Social Sciences

  2002 — 2006

Skills

• Food Pairing
• Wine Tasting
• Alcoholic Beverages
• Wine
• Food & Beverage
• Restaurant Management
• Wineries
• Beverage Industry
• Beer
• Champagne
• Wine & Spirits Industry
• Sales
• Menu Development
• Dirt
• Restaurants
• Fine Dining