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James W. Warner, MBA, CFP, CLU, CPCU
Co-Owner
Jim has been in the insurance and financial services industry since 1976. He has his Masters in Business Administration, he is a Certified Financial Planner, Certified Life Underwriter and has a Chartered Property Casualty Underwriter’s designation. These along with his years of experience meld into an unbeatable combination to help clients build stronger financial futures.
Jim and Connie have two sons: Will, who is also a Financial Planner and James, an entrepreneur. He enjoys “learning” how to play golf, spending time outdoors with his camera and traveling to faraway places. Another passion for Jim is to make the very best homemade wine possible. He said that their 16th year turned out a “red” that is extra special.
Over the years, Jim has served as board member and President of the Chamber of Commerce, President of the Society of Financial Services Professionals, has taught personal finance to thousands of people and “likes to give back more than he takes”. One example of this is the Warner Groups’ recent fund raising effort to benefit Griffin Hospital’s Center for Cancer Care.
Connie Warner, CIC
Co-Owner
Connie Warner, agency co-owner, joined her husband Jim in the family business in 1988 after a career in secondary education in Maryland and Delaware. She is licensed in Property/Casualty and Life/Health and has been involved in the insurance industry since 1980. Graduating magna cum laude, Connie earned a Bachelor of Science degree in English and history, and holds the Certified Insurance Counselor designation from the National Alliance of Insurance Education and Research.
Born in Tennessee (hence the slight accent), Connie and her family moved to Connecticut in 1985. She is the mother of two grown children, William and James, and resides with her husband in Oxford. She is active in her church and community, serving in numerous capacities.
Peter Morandi, LUTCF
Senior Partner
Peter S. Morandi, Account Executive, joined the Warner Insurance Group, LLC. in 2005. Prior to joining the agency, Pete was employed at Liberty Mutual as a local office manager and sales representative from 1997-2005. Pete holds his LUTCF (Life Underwriter Training Council Fellow) designation and is licensed as a Property/Casualty and Life/Health agent.
Pete is the past president of Fairfield NAIFA (National Association of Insurance and Financial Advisors). He is an active member in the Greater Valley Chamber of Commerce and is current member and past president of the Alliance Leads Group. He grew up in Western Massachusetts and graduated from Western New England College in Springfield, MA. He resides in Shelton and has identical twin daughters, Kayla and Sarah.
Christopher Main, LUTCF
Account Executive
Christopher L. Main, Account Executive, recently joined the Warner Insurance Group, LLC in 2009. Prior to joining the agency, Chris was employed at Metlife & Liberty Mutual as a producer and manager. Chris was recognized for several awards during his 17 years in the insurance business. Chris holds his LUTCF (Life Underwriter Training Council Fellow) designation and is completing the CIC (Certified Insurance Counselor) designation. He holds his Property/Casualty, Life/Health and is licensed in CT & VT.
Chris is a graduate from Central Connecticut State University and is a former Army Military Officer. Chris resides in Berlin, Connecticut with his wife and family. Chris enjoys playing sports and spending time with his family along with coaching his sons' youth sports.
Marta Hrubalova
Account Executive
Marta Hrubalova recently joined Warner Insurance after 14 years in insurance and financial services. She began her career at Mutual of Omaha where she was Chairman’s Council and Presidents Club and was most recently working at MetLife. She is licensed in Property/Casualty and markets property casualty insurance for the Warner Agency.
Marta was born not far from Vienna and graduated from Slovak University earning her doctorate in computer science and taught there for many years. Marta and her husband live in Shelton. Marta is multi-lingual speaking English, Slovak, Polish, and Russian.
Steven C. Lupien
Account Executive
Steven C. Lupien, Account Executive, recently joined the Warner Insurance Group, LLC. Prior to joining the agency, Steven worked as a marketing executive in the consumer packaged goods and insurance industries. He holds his Property/Casualty and Life/Health licenses and is concentrating on Employee Benefits including group health, life, disability and long term care.
Steven is a graduate of Sacred Heart University and is completing his Master's in Finance from Fairfield University. Steve and his wife reside in Trumbull, Connecticut where he is a member of the local Rotary Club as well as an elected town official, currently serving on the town's Board of Finance. Steven and his wife have a college-aged daughter who is currently studying out of state.
Linda Kman
Customer Service Agent
Linda M. Kman, a licensed agent/customer service representative, has been servicing client needs for over 20 years. She can assist you with all of your personal insurance needs and will work with you to review your coverage and suggest plans to fit your individual situation. Linda has worked and lived locally since 1974. She worked for Warner Insurance Group from 1993-2000 and re-joined Warner Insurance Group in 2008.
Barbara Tibbatts
Customer Service Agent
Barbara A. Tibbatts is a licensed agent/customer service representative who recently joined Warner Insurance Group. She has been servicing both personal and commercial insurance customers for over 40 years, most recently in the Trumbull area. A graduate of Trumbull High School, she was also an EMT for Trumbull EMS as well as a CNA for United Home Healthcare. She can review and recommend the necessary insurance coverages you need to properly protect you and your family. She currently resides in Trumbull with her husband.
Lori Hansen
Administrative Assistant
You will hear Lori Hansen’s voice whenever you call our office. She is our administrative assistant and has over 20 years experience as an office manager. Lori has been with the Warner Group for five years. She enjoys creative sewing, gardening, and her three grandchildren.
Eric Wilkins
Financial Consultant
Eric is a Financial Consultant who provides a detailed financial analysis for his clients and offers sound financial advice tailored to meet their current needs and future goals. Eric joined the firm in 2005 Eric is currently licensed in Connecticut for Life, Health, and Property & Casualty Insurance as well as Series 7 and 66 securities licenses (held with LPL Financial). He is a member of the Stratford Rotary, The Valley CVC, a division of the United Way, and serves on both the Executive Board and Board of Directors of the Stratford Chamber of Commerce.
Eric was born in Derby, Connecticut, and has lived in Stratford, Connecticut, for the last 20 years with his wife Wendy.
Stacie Tinelli
Financial Services Assistant
Stacie is Jim’s financial services assistant. She manages the day to day operations on the financial side and provides support services for Jim, Eric, and their clients. Stacie has an extensive background in the financial services industry with nearly 18 years of experience. She is well-qualified to assist our financial clients with their customer service questions.
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Copyright 2009.
All rights reserved. Warner Insurance Group, LLC, 1 Enterprise Drive, Suite 105, Shelton, CT 06484 P-203-929-5999 / P-800-368-9288 / F-203-929-1427 |