Our Team

Our Wealth Management Team

Randy Warren, Chief Executive Officer Warren Financial
Randy Warren
Chief Investment Officer
 
rWarren@WarrenFinancial.com
Philadelphia Office
 
  • 25 years of investment experience
  • Chair, Warren Financial Investment Committee
  • MBA from West Chester University, BS, CS from University of Delaware
Randy Warren
Chief Investment Officer

rWarren@WarrenFinancial.com
Philadelphia Office
 
  • 25 years of investment experience
  • Chair, Warren Financial Investment Committee
  • MBA from West Chester University, BS, CS from University of Delaware
Contact Info:

Troy Logan, Managing Partner Warren Financial
Troy Logan
Managing Partner
 
tlogan@WarrenFinancial.com
Philadelphia Office
 
  • 25+ years in the financial industry with expertise in risk management
  • Member of Warren Investment Committee and BDHF co-manager
  • M.Sc. Applied Economics and BA from the University of California at Santa Cruz
Troy Logan
Managing Partner

tlogan@WarrenFinancial.com
Philadelphia Office
 
  • 25+ years in the financial industry with expertise in risk management
  • Member of Warren Investment Committee and BDHF co-manager
  • M.Sc. Applied Economics and BA from the University of California at Santa Cruz
Contact Info:

Scott Shellhamer Managing Partner Warren Financial
Scott Shellhamer
Managing Partner
 
 
  • 25+ years of Investment Experience
  • Member of the Warren Investment Committee
  • BS in Finance with a Minor in Economics from Penn State University
Scott Shellhamer
Managing Partner

 
  • 25+ years of Investment Experience
  • Member of the Warren Investment Committee
  • BS in Finance with a Minor in Economics from Penn State University
Contact Info:

Contact Info:
Contact Info:
Contact Info:
John O'Toole Managing Partner Warren Financial
John O’Toole
Managing Partner
 
jotoole@warrenfinancial.com
Hilton Head Office
 
  • 30+ years of investment experience
  • Holds a CRPC, Charter Retirement Planning Counselor designation
  • BS in Finance from Saint Edward’s University, Austin, TX
John O’Toole
Managing Partner

jotoole@warrenfinancial.com
Hilton Head Office
 
  • 30+ years of investment experience
  • Holds a CRPC, Charter Retirement Planning Counselor designation
  • BS in Finance from Saint Edward’s University, Austin, TX
Contact Info:

Bob McCarty Managing Partner Warren Financial
Bob McCarty
Managing Partner
 
 
  • 35 years of financial experience
  • Former CFO, Venture Capital Investing, Corporate FP&A, M&A
  • MBA from Wake Forest University, Certificate in Private Capital Markets from Pepperdine University
Bob McCarty
Managing Partner

 
  • 35 years of financial experience
  • Former CFO, Venture Capital Investing, Corporate FP&A, M&A
  • MBA from Wake Forest University, Certificate in Private Capital Markets from Pepperdine University
Contact Info:

Jordan Sisson
Jordan Sisson
Client Success Advisor
 
jtsisson@warrenfinancial.com
Philadelphia Office
 
  • BS in Business Administration from Eastern University in Saint Davids, PA
 
Jordan Sisson
Client Success Advisor

jtsisson@warrenfinancial.com
Philadelphia Office
 
  • BS in Business Administration from Eastern University in Saint Davids, PA
 
Contact Info:

Contact Info:
Contact Info:
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Devin Paul
Devin Paul
Client Success Advisor
 
 
  • Strong background in financial planning, and risk management working with Insurance Companies like Northwestern Mutual, Lincoln Financial, and Ameritas Life
  • BS from Texas A&M University
Devin Paul
Client Success Advisor

 
  • Strong background in financial planning, and risk management working with Insurance Companies like Northwestern Mutual, Lincoln Financial, and Ameritas Life
  • BS from Texas A&M University
Contact Info:

Hattie Warren
Client Success Advisor
 
 
  • BA in Business Administration and Management with a minor in Psychology from Gordon College
  • CERTIFIED FINANCIAL PLANNER™ candidate
Hattie Warren
Client Success Advisor

 
  • BA in Business Administration and Management with a minor in Psychology from Gordon College
  • CERTIFIED FINANCIAL PLANNER™ candidate
Contact Info:

Contact Info:
Contact Info: