Our founder, Donald Papineau had a belief that everyone should live life to the fullest no matter what life throws at you and that clients should be treated as people, not just another number. Most of us know all too well how financial reasons can put a damper on your goals and how other commitments can make life feel like it's passing you by. Therefore, it is our commitment to provide high quality investment services, using highly rated investment vehicles and giving the utmost detail to personal service. We want people to come to us because of our knowledge, friendliness and trust and we will do what we can to earn that.

 

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

Cody@valleyinvestmentplanning.com

Cody is part of the third generation of financial planners at Valley Investment Planning. He joined the firm in June 2015 after graduating from Iona College with his bachelor’s in speech communication. He currently holds his Combined Series 66, 7, 24, and life/health insurance licenses. With an energetic, fun-loving personality, Cody is passionate in helping his clients live a more successful life.

Cody loves connecting with people. His style is about making finance fun and not something to be intimidated by. He enjoys acting, modeling, fishing, and cooking.  

Cody’s Specialty:

Cody specializes in financial planning for individuals who are pursuing their dreams. He has personal experience in this area and knows the financial strain it can cause when “Going for it”. If you have goals or dreams you would like to pursue, give Cody a call and see how he can help you on the right track. His personal motto is “never give up on your dreams and enjoy the journey along the way; for once you achieve them, you will have the greatest memories and satisfaction knowing that you “smelled the roses” along the way.