Renée specializes in holistic wealth management and financial planning solutions customized for clients of all ages experiencing life-changing transition. She recognizes that whatever happens in her clients’ lives, there will be some degree of financial implication. As such, she diligently reviews all the pieces of a client’s financial puzzle and brings it all together, providing clarity and confidence for clients.
Renée holds the Certified Financial Planner (CFP®) designation. The CFP® coursework and continuing education requirements broaden Renée’s abilities to offer clients a high degree of knowledge and experience as she creates customized financial planning solutions for them. Her active participation in the International Academy of Collaborative Professionals and New Mexico Collaborative Practice Group offers unique insights into the financial impact divorce plays in peoples’ lives.
During her spare time, Renée enjoys outdoor activity with her husband, Brad, and son, Quinlan. She and Brad also actively participate in the Future Fund of the Albuquerque Community Foundation.
Pertinent Professional Education and Licenses and Registrations
|CFP®||Pass-fail national exam on six topics (investments, tax, estate planning, business ownership, insurance, financial planning)|
|Series 7||General Securities Representative (Buy/Sell stocks, bonds, CDs, mutual funds)|
|Series 24||General Securities Principal (Supervise and manage Branch Activity)|
|Series 66||Combines the Series 63 and 65 into one exam: Uniform Securities Agent State Law Exam (Solicit buys/sells in US states) and the Investment Advisor Representative exam.|
|Bachelor of Arts||Texas Christian University in Fort Worth, Texas|
|MBA||University of New Mexico in Albuquerque, New Mexico|