With more than 25 years of experience in financial planning and investment management, Renee has the accumulated knowledge and perspective to help you with your financial goals. Renee understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Renee will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.

Renee endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. Her investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.

Based on what she learns about you and your goals and an analysis of the current financial markets, Renee designs a customized investment portfolio based on recommendations made solely with your best interest in mind. She then takes the time to explain her recommendations and, once you are comfortable with your new plan, Renee puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.

Renee began her career in financial services in 1989 and previously spent 27 years with Morgan Stanley. Today, Renee provides financial and estate planning through the use of equities, fixed income securities, managed money, 529 education savings plans and more through Raymond James.

A native of Michigan, Renee resides in Clarkston. She is a founding member of Friends of the Rainbow Connection, which brings Michigan kids’ dreams to life; a member of the Assistance League of Southeastern Michigan; and a member of the Women’s Fund of Rochester. Away from the office, Renee also enjoys spending time with her family.