Meet Rene



As our Client Service Associate, 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.


Favorite food:

Cucumbers with lemon and Tajin

Best piece of financial advice received:

Never live beyond your means and it is never too late to start saving.

Favorite book:

Little Women

Favorite movie:

Weird Science

Favorite TV show:


Favorite holiday:


Something on your bucket list:

Run a marathon before the age of 55

Place you’d most like to visit:

New York during the holiday season

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