• Colleges

    Marshall University, Georgia State University

  • Certifications

    Certified Public Accountant, Certified Financial Planner (CFP®), Chartered Life Underwriter® (CLU®)

  • Office Location

    Peachtree

Warren Wick, II, CPA, CFP® ,CLU

Principal

A former CPA for a global accounting firm, Warren directed the financial planning operations of
two regional brokerage firms prior to forming his own wealth management firm in 1988. His
firm merged with Oakbridge Partners (then known as Lesesne Capital Management) in 1996.
Warren has been honored as a Who’s Who in Banking and Financial Services by the Atlanta
Business Chronicle and is a long-standing member of NAPFA. Warren also has been named
one of the Best Personal Wealth Managers in Atlanta by Atlanta Magazine. He served as
treasurer and finance committee chairman of Northwest Presbyterian Church for many years.

Warren graduated with a Bachelor of Business Administration from Marshall University and
received his MBA in Finance from Georgia State University. He is an avid jogger and golfer
and a longtime member of Dunwoody Country Club.