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Our History


Bill Started in the Investment industry in 1978 and has been serving the greater Des Moines area ever since, building a strong client base over the years.


Traci Shipper joined the Warren team in 2014 and has enjoyed assisting Bill in his business.

The Warren team knows that in order to offer the correct services for their clients, they need to have the right financial tools.  This is why they enjoying having their office at Central Financial Group, located in Johnston, as it provides specialists in different areas of expertise.  They are able to work with a variety of resources, as they know each individual has different needs.

As ongoing procedure the Warren team believes in staying up to date in their field and attend many continuing education seminars so they always have the best way to serve their clients.

Our Mission

At our firm, our mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead.

We understand today’s financial environment. We understand that individuals face unique challenges as they prepare for retirement. And we can help take the mystery out of preparing for today and tomorrow.

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Our Values


We provide clear, and easily understood explanations of financial solutions, and believe in helping you participate in the management of your finances. We work toward your objectives and want to help you map out a financial roadmap. We want to be with you for your financial journey, and meet regularly to make sure that your map is set to your individual goals and needs.


We are dedicated to developing a lasting relationship with you. Our goal is to understand your financial and personal objectives, and only then do we recommend a plan of action.

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