Renee’s goal is to know our clients on a personal, as well as professional level which enables her to better assist each client and tailor services to their specific needs. She strives to provide her knowledge and attention to detail in all aspects of client services. She works to make each client feel welcome and confident and that they are in capable hands with our team. With overall responsibility for day-to-day operations, she works effectively to drive transparency for our clients.
With bringing more than 25 years of experience in the financial industry to her role as Operations Manager, she holds a Financial Paraplanner Qualified Professional™ (FPQP™) designation along with P & C and Life/ Health Insurance. Prior to joining Valorem Financial, she worked for a high-tech company in their credit union for 10 years and a financial planning firm for 8 ½ years as their Managing Director. Renee had the honor to be an integral part of the company who won Practice of the Year in 2015. Renee’s career has been centered around financial services and brings a depth of knowledge to Valorem.
When Renee is not working, she cares most about Family and Faith. Her family reminds her daily of what life is about and to preserve those moments. She is proud of being on the leadership team of Tim Tebow’s Night To Shine in Northern Colorado. She is a Colorado native and loves all the travel adventures her family partakes in together.
GETTING TO KNOW RENEE
• Favorite food: A good hamburger and fries
• Favorite movie: Grease
• Favorite holiday: Christmas