Renee Albrecht

Renee@valleyinvestmentplanning.com

Renee joined her father’s investment advising firm in the summer of 2000. Working her way up, she gained her series 6, 63, 26, 7, and life and health security licenses. She is now the owner of Valley Investment Planning. Because of her former pediatric nursing background, Renee has a natural ability of helping and caring for her clients. She provides the same compassionate care with every client as if they were family. 

Renee is proud and excited to welcome two of her three children into the business to pass down the legacy her father started back in 1999. She loves traveling, motorcycle rides and spending time with her family.

Renee’s Specialty:

She specializes in individual retirement planning, ageing family’s and endowments.  

Kalie Hawley

Kalie@valleyinvestmentplanning.com

As a third generation financial planner at Valley Investment Planning, Kalie has grown up immersed in the financial world. After receiving her MBA in financial management from Iona College, Kalie went on to gain invaluable knowledge of the banking and financial industry as a relationship banker at JP Morgan Chase Bank. After three years working at the bank she joined the family business in June of 2015. She currently holds several securities licenses including Series 6, 63, 65, 7 and life/health insurance. Kalie manages the Florida branch office in the Greater Tampa Bay area. 

Her greatest passion is working with young adults and educating them on the importance of personal financial responsibility and saving early. She lives in Odessa with her husband, two sons, and dog, Chewbacca. Together they enjoy water sports, fishing, scuba diving, eating great food and traveling.

Kalie’s Specialty: 

Kalie specializes in individual planning for high-earning, young professionals. Young professionals deal with many challenges. They may be running their own businesses, starting a family, and taking care of elderly parents. They are juggling between paying down student loans, saving for retirement, and saving for their kid’s college educations all while trying to live in the moment. Kalie can put a plan in place that takes the financial stresses off the table and meets her client’s goals.

Cody Albrecht

Financial Advisor | Valley Investment Planning
Cody@valleyinvestmentplanning.com
Cody helps business owners and families make the big financial decisions that only come around once or twice in a lifetime: selling a business, passing wealth to the next generation, and keeping more of what they've built.
 
He joined Valley Investment Planning in 2015 after graduating from Iona College with a degree in speech communication and rhetoric. He earned his securities license in 2016 and has advised clients full time since 2017. Today he works with about 120 client families across New York, Pennsylvania and Florida.
 
Cody's focus is planning for business sales and transitions, trust and estate strategies, and tax-aware investing. He coordinates closely with each client's attorney and CPA so the plan, the documents and the accounts all line up. In 2026 he completed executive education in wealth management at the Yale School of Management. He has also completed an 11-week advanced trust program with the owner of Dunham Trust Company.
 
Cody holds the Series 7, 24 and 66 registrations, along with life and health insurance licenses. He was named a Dunham Trust Choice Advisor in 2026 and was part of the Valley Investment Planning team recognized as J.W. Cole's Team of the Year in 2023.
 
Outside the office, He lives in Milford, PA with his wife, Heather, their children Grace, Connor, and one on the way. They enjoy nature, traveling, hiking, and reading books. 

Dillon Hynes

Client service professional
Dillon@valleyinvestmentplanning.com
Dillon Hynes joins us after interning for two summers. He is a member of the team at Valley Investment Planning, where he supports daily operations and helps deliver a seamless client experience. He graduated from Binghamton University with a Bachelor’s degree in Economics and further expanded his industry knowledge through the J.W. Cole Financial College program. Committed to building a career in financial services, Dillon has successfully passed the Securities Industry Essentials (SIE) Exam and is currently preparing for the Series 65 Exam. He is dedicated to continuous learning and professional growth as he works toward becoming a fully licensed advisor.
 
Outside of the office, he enjoys spending time on the water and boating whenever he can.
 
Known for his reliability and attention to detail, Dillon plays an important role in supporting both clients and advisors, helping ensure efficient day-to-day operations and a high level of service. Clients have described him as warm and welcoming.