Our Qualifications

Jim Warren, CLU, Investment Advisor Representative. Jim is an investment advisor and principal of Warren & Brannen Company.  He is a securities registered representative (Series 7), a securities principal (Series 24) with Multi-Financial Securities Corporation and a licensed insurance agent. He is a chartered life underwriter and member of the Million Dollar Roundtable, an organization of leading insurance producers in the United States. Jim has offered professional insurance planning and investment management services for over 40 years. Jim is a graduate of the University of Florida and formerly served as a Vice President for E.F. Hutton & Company and Prudential Securities, Inc.  Jim enjoys hunting, fishing, travel and spending quality time with his family and friends.

Hal Brannen, Investment Advisor Representative. Hal is an investment advisor and principal of Warren & Brannen Company. He is a securities registered representative (Series 7), a securities principal (Series 24) with Multi-Financial Securities Corporation, Member FINRA, SIPC and a licensed insurance agent.   Hal is a graduate of Presbyterian College with concentrations in management, marketing, tax, investments and economic theory. He has previously served as an executive officer of Crossroads Bank of Georgia, Citizens Bank and First Community Bank of Southwest Georgia. He has also served on the Board of Directors of First Port City Bank. He is currently the Chairman of the Board at First Port City Bank.  Hal is a past president of the Bainbridge Rotary Club and is a frequent supporter of community service activities. He enjoys hunting, fishing and spending quality time with his family and friends.

Keith Lyle, Investment Advisor Representative.  Keith is an investment advisor of Warren & Brannen Company.  He is a securities representative (Series 7 & 66) with Multi-Financial Securities Corporation, member FINRA, SIPC, and a licensed insurance agent.  He is also designated as an Accredited Asset Management Specialist (AAMS) by the College for Financial Planning.  Keith is a graduate of Geogia Southern University with dual degress in Finance and Management.  He has previously served as chairman of the Bainbridge-Decatur County Chamber of Commerce, president of the Bainbridge Lions Club, board member of the Bainbridge-Decatur County United Way and board member of the Bainbridge Rotary Club.  He is a graduate of the Leadership Decatur County.  Keith currently serves as vice-chairman of the Development Authority of Bainbridge & Decatur County and a board member of the Decatur County School Foundation.  An avid advocate of youth sports, Keith has served as both baseball and football coach for community youth teams.  He also enjoys all outdoor activities and spending time with his family.

Julie Cottles, Office Manager. Julie brings a background customer service and administration to our team. She works closely with our clients and advisors in account administration and office support functions. In 2004, Julie earned her Associate of Applied Science Degree in Marketing and Management and in Administrative Office Technology from Bainbrige College. Julie is also a licensed insurance agent in the State of Georgia. Julie was a member of the Phi Theta Kappa Honor Society and Who’s Who Among College Students. Julie was also a member of the 2003-2004 Leadership Decatur County Class.

Our Strategic Partner: 

Dickson & Hilburn, PC (Certified Tax Advisor). Dickson and Hilburn, PC has been offering professional accounting services to clients in Florida and Georgia since 1983. Jimmy Dickson and Clint Hilburn are Certified Public Accountants and are active members of the American Institute of Certified Public Accounts and Georgia Society of Certified Public Accountants. Dickson and Hilburn, PC provides innovative solutions to privately held businesses and individuals in an effort to help them reach their strategic financial goals. The company offers individual, corporate, partnership, fiduciary and estate tax return services, estate and business continuation planning services, payroll and sales tax return services, audits, reviews and compilations.  Dickson and Hilburn, PC is not affiliated with Multi-Financial Securities Corporation.