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Renee has more than 20 years of experience as a Certified Public Accountant, supported by a Bachelor of Science degree in Accounting. She has been a licensed CPA since 1985 and is committed to maintaining the highest professional and ethical standards in her work. In addition to her CPA credentials, Renee holds Series 6, Series 63, and Series 7 General Securities registrations, is an Accredited Investment Fiduciary (AIF®), and is a licensed life and disability insurance agent. She is also registered through LPL Financial to offer bonds, mutual funds, and variable annuities. Renee’s combination of accounting expertise, financial services licensing, and dedication to fiduciary responsibility allows her to provide clients with trusted guidance across accounting, investment, and insurance planning.

Renee is a valued member of First Neighbor Wealth Management in Casey and serves as an Investment Adviser Representative with LPL Financial. Through LPL Financial, she provides comprehensive financial planning and investment services to individuals, pre-retirees, and retirees.

Renee offers access to a broad array of financial and insurance solutions available in today’s marketplace. As an independent financial professional, she is not limited by proprietary products or sales quotas. Instead, she evaluates strategies based on suitability and each client’s individual objectives, forming strategic alliances with a variety of product providers to deliver thoughtful, customized recommendations aligned with her clients’ best interests.

Beyond her professional work, Renee is active in her community and attends Terre Haute First Church of the Nazarene. She enjoys camping, hiking, reading, and counted cross stitch—activities that reflect her appreciation for balance, creativity, and time spent outdoors.
 

Getting to know Renee

Favorite Movie: Lord of the Rings Trilogy
Favorite Food: Mexican
Favorite Quote: "As for me and my house, we will serve the Lord"