Warwick Valley Financial Advisors was formed when Ken Ford and Mark Lange met and realized they shared the same vision for managing their clients assets. Their mission is to help their clients make informed financial decisions and unbiased investment choices.

KENNETH M. FORD
Founding Partner

Ken’s personalized approach combined with a solid financial background spanning more than a decade, make him one of the most respected advisors in the industry today. Ken is an invited 5 star member of the Paladin Registry. Admittance to the Registry is limited to the top 10% of U.S. financial advisors based on their competency, integrity, and value.

Ken started his career in leading regional firms such as Ryan Beck and Tucker Anthony. His desire to offer his clients independent and objective guidance led him to join LPL Financial, the largest independent broker/dealer nationwide*. He was President and Founder of Ford Wealth Management in Hoboken, NJ.

Mr. Ford has been a recipient of the LPL Financial Director’s Club Award**, holds a series 7, 63 and 65 registrations with LPL Financial and is authorized to provide insurance in both New York and New Jersey.

A graduate of Hartwick College, Ken was an eight time All-American swimmer. He is also a Board Member of the Damien’s Way Foundation, a non-profit organization that serves as a memorial to a close friend lost on September 11. He currently resides in Warwick, NY with his wife, Femi (a Warwick native)and two children. Ken enjoys hitting the slopes & greens any chance he gets.
*As reported in Financial Planning magazine 1996–2010 based on total revenues.
**rankings are based on overall production

MARK LANGE, CRPC, CRPS
Founding Partner

Mark started his career in the financial industry as a college intern designing commodities models at Shearson Loeb Rhoades. Upon completion of his bachelor's degree studies at Upsala College, Mark joined Cardell and Associates, an independent broker dealer, as its marketing services coordinator. His desire to work with individual clients led him to a position with American Express Financial Advisors, where he served as both a personal financial advisor and a training manager.

His desire for independence drove him first to Nathan and Lewis Securities and finally to the largest independent LPL Financial, where he concentrated on personal and business planning. In 2011, he partnered with Ken Ford to form WVFA.

Over the years Mark has been a member of Putnam’s Gold Scales top performer and Goldmann Sachs Blue Chip Councils. He is a College of Financial Planning Graduate who holds the Chartered Retirement Plans Specialist and Chartered Retirement Planning Counselor designations. He specializes in working with high net worth clients and upper level college executives.

JEREMY BROWER
Retirement Plan Specialist

Jeremy started his career as an intern in college for a small financial advisory group in Wayne, NJ. After gaining a strong background in retirement income planning Jeremy joined Paychex, Inc. In his tenure at Paychex as a Qualified Retirement Plan Specialist, Jeremy architected and established over 200 401(k) plans for local small business owners.
After more than two years at Paychex Jeremy left and founded ACHIEVE Financial & Insurance Group in Fairfield, NJ. His desire to give independent unbiased financial advice led him to LPL financial and WVFA in 2011.

In his free time Jeremy is the chapter director for Sigma Pi fraternity at his alma mater, William Paterson University, is a member of the Veteran Club in Haledon, NJ and is a member of the Free and Accepted Masons. When Jeremy is not being active in these organizations he enjoys spending time with his family and playing golf.

KELLY HELMRICH
Client Relationship Manager

Kelly joined Warwick Valley Financial Advisors in 2010 where her primary roles at the firm include scheduling appointments, coordination of client appreciation and public education events, assisting with new client transitions, and helping clients with general account-related questions. Prior to joining the firm, she worked as real estate agent at one of Warwick Valley's leading real estate firms. She studied Business Management and Economics at Empire State College.

Originally from Bergen County New Jersey, Kelly moved to Warwick in 1999. She and her husband, Steve, were married in 1992 and moved around the country while he was in the Army. Together they have four beautiful daughters – Kayla, Ashlyn, Sydney, & Averie – and two dogs – Chase and Max. Kelly is involved in her daughter’s school activities and sporting events. She has spent time volunteering as a cheerleading coach for Warwick Valley Youth Cheerleading and has also been a volunteer Girl Scout Leader.

Away from work Kelly enjoys spending time with her family and friends and going on vacation to the beach.

FEMI FORD
Marketing & Communications

Femi brings to task over ten years of graphic & web design and helps to spread the WVFA message far and wide. Prior to joining the firm, she worked at Veritas Group, Ltd. and MetaFoundry as a web & print Production Manager for a variety of clients such as Mercedes Benz, Toshiba Consumer America Products, Bristol-Myers Squibb, Vail Film Festival, Excedrin, and Dan Zanes. Femi received her BFA at Hartwick College in Oneonta where she was an Art major & competitive swimmer.

Femi is a native of Warwick, NY having grown up in Bellvale. When she's not busy with WVFA, she can be found doing freelance work, painting and raising her two beautiful children, Ellie & Leo.

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