Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Areas of focus

  • Retirement Planning Strategies
  • Insurance
  • Investments
  • Saving for Education
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Christian Financial Strategies
  • Intergenerational Planning
  • Family Finances

Awards & recognition

  • Brad Huntley, Ameriprise Circle of Success, 2022, 2023

Community participation

Each year Rene participates in the National MS Society's MS 150 to stop MS in its tracks, restore what's been lost, and end Multiple Sclerosis forever.