Simplified Financial Advice.

Meet Rene

As our Client Service Manager, Rene has a knack for building rapport with clients and connecting with them on a personal level. She consistently strives to exceed the expectations of clients and her fellow team members.

Rene has an associate of applied business degree in professional office management. Her financial services career began more than two decades ago, so it’s no surprise that she has client services and compliance down to an art.

Outside of work, Rene flourishes in hot weather and enjoys spending time with her family. Together, they all enjoy hiking and getting together with friends.