With over twenty years in the industry, Renee’s background encompasses the entire spectrum of personal finance; from fundamental credit union services to sophisticated investment products to advanced retirement, estate planning, and life, disability, and long-term care insurance solutions.
She also brings an in depth understanding of “Women in Transition” issues from her time spent developing, presenting, and one on one counselling primarily surviving spouses and divorcees on family financial planning matters.
As Implementation Officer, Renee plays several key roles on our family office staff; as an initial point of contact, handling all investment and insurance related action items, and providing the many family office support services necessary to keep each client family’s personal financial situation up to date and on track.
Prior to joining Superior Planning, Inc., Renee worked at Merrill Lynch, MassMutual, TIAA, San Diego County Credit Union, and RBC Wealth Management.
She holds a Bachelor of Science degree from Colorado State University and FINRA Series 7 and 66 Securities licenses.
A native of Colorado and currently living in La Jolla CA, Renee enjoys spending time with her family, biking, and all things outdoors!