Designations and Licenses

Renee is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Retirement Planning Counselor SM.

Experience and Education

Renee provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Renee was a wealth management specialist, assistant vice president at Merrill Lynch.

Renee holds a Bachelor of Arts degree in integrated studies from Brevard College.

Personal Interests

Away from the office, Renee enjoys spending time with family and friends, hiking, working out and enjoying the sunshine.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.