Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Renaissance Financial Advisory Services
Team photo for Renaissance Financial Advisory Services

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Our advisors

Advisor photo for Jeffrey Taylor

Jeffrey Taylor

ChFC®, CLU®

Private Wealth Advisor

Chartered Financial Consultant®
Learn more about Jeffrey Taylor Visit Jeffrey Taylor's website
Advisor photo for San Pham

San Pham

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about San Pham Visit San Pham's website

Renee M Mollinedo-Nelsen

BFA

Associate Financial Advisor

Learn more about Renee M Mollinedo-Nelsen Visit Renee M Mollinedo-Nelsen's website


Our team

Stephanie Van Beekom

Stephanie Van Beekom

Client Concierge

Mary Taylor

Mary Taylor

Administrative Assistant,

Event Planner