Team profile

Build confidence in your financial future

 Answer a few questions to see where you stand across key financial areas. Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow.

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

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.