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