Renee brings over 20 years’ experience in the financial service industry, working with high net worth clients to the Andrews Group. She has extensive experience in financial planning and has passed her Series 7, 24, and 66 exams and holds a Long Term Care planning certification.
Renee started her career at Merrill Lynch in Denver, Colorado where she grew up. In 2013 she moved to San Diego for a job with TIAA (retirement planning), and most recently as a Financial Advisor with SDCCU Investment Services.
She is a proud graduate of Colorado State University. Her tenure in Denver included serving on a large non-profit board for the Colorado Women’s Chamber of Commerce, where she was elected Treasurer and awarded volunteer of the year. She comes from a large family, including an identical twin sister who lives here in San Diego. She has two sons, three grandchildren and can be found frequently mountain biking in her free time.