The Warton Group maintains a state of the art call center staffed with a trained lead generation team.
Meet the Team.
Andrea Tonnessen is the consummate business woman with a stellar history of professionalism and attention to detail. Andrea’s major was in Industrial Engineering graduating with honors from Freedom University. She then went on to become a corporate controller for one of the largest outsourcing companies in the world. Andrea firmly believes that working with a small, select group of advisors who specialize in 401k plan management is the guiding principal of success for both The Warton Group and its affiliates.
Dave Roy, Esq
Dave Roy attended Miami University in Oxford, Ohio (where he was President of the Pre-Law Society). He returned to Florida and graduated from Palm Beach Atlantic College (now University). After graduating from Palm Beach Atlantic College, he attended the University of Miami School of Law where he became the Editor-in-Chief of the University of Miami School of Law newspaper, The Res Ipsa Loquitur. Dave has extensive experience in Civil Litigation, Family Law, Criminal Defense, Real Estate Transactions, Foreclosure Defense and Bankruptcy. He is a member of the Palm Beach County Bar Association, the Florida Association of Criminal Defense Lawyers and the Palm Beach County Justice Association.
B. Gordon Tonnessen
Chief Operations Officer
Gordon has been working with Financial Advisors and helping them grow their 401k practices since 2009. When Gordon left the mechanical contracting field to enter the industry, he believed it was a temporary occupation, but he quickly grew to love working with both financial advisors and sales people. He considers himself a sales person who works for sales people.
After working for another company for several years, Gordon decided that the best way to improve his process for financial advisors was to start his own company. Along with his wife Andrea and business partner Dave K. Roy, Esq, Gordon cofounded the Warton Group in 2015. Gordon has directed the development of Warton’s appointment setting process. Today, thanks to Gordon’s leadership, the Warton Group is the industry leader in appointment setting and 401k prospecting with advisors closing approximately 30% of the plans they are referred out to.
Gordon and his wife live in Greenacres, Florida with their 5-year-old son Nicolas. Gordon is a veteran of the US Navy where he served as a Navy Corpsman. Gordon spends much of his spare time wreck-diving off the Florida keys.
In addition to being responsible for the day to day operations at The Warton Group, Sofiana attends Florida International University in Miami, FL where she is academically acclaimed for obtaining Summa Cum Laude. She is also a member of The Golden Key Honor Society which recognizes solely the top 15% of their class. She is a member of TAU Sigma National Honor Society which recognizes academic excellence. Not only is Sofiana dedicated to her studies, but she is also dedicated to her work. A team player, that is full of drive and motivation to help 401K Advisors gain fulfilling opportunities.
Digital Marketing Manager
Jessica oversees all aspects of the Inbound marketing campaigns from design, content and strategic development and ensures all marketing efforts are aligned with The Warton Groups overall strategy, branding and business objectives. She is currently enrolled (where she received her A.A in Business Management and Marketing Certification) at Palm Beach State College to further her education.
Prior to joining our team, Jessica was the Director of Operations for Laguerre, Inc. where she improved operational management systems, processes and implemented best practices. She also was the lead supervisor for a South Florida based political consulting firm where she administered outbound communications between State level candidates and their constituents.
Outside of her profession, Jessica has a passion for Martial Arts, you can mostly find her in the Dojo perfecting her craft.