Renee is always available to her clients — always. As a talented financial planner and advisor, she defines accessibility and brings a wealth of experience to each portfolio she rebalances and every account she reviews. Renee listens intently to her clients to better understand their short and long term goals, and she is eager to educate them about planning, building, and protecting their wealth. Her patience and flexibility are truly unmatched, but it’s her passion for her work that makes her great at it. Renee holds a Bachelor’s Degree in Economics.
At home, Renee uses her patience to master board games and Mahjong. She’s a great cook, and she enjoys badminton.