Renée began her career in financial planning in 2001. Prior to joining Mercer Advisors, she worked at FIM Group as a fee-only CFP® and as a financial advisor at Waddell and Reed. Renee is committed to providing the highest-quality, objective, professional financial advice to her clients and their families to help them reach their unique financial goals through comprehensive financial planning and wealth management.
Among her professional accomplishments, Renée has been authorized by the Certified Financial Planner Board of Standards (CFP® Board) to use the certification marks CFP® in accordance with CFP® Board certification and renewal requirements. Renée also holds the FINRA Series 6, Series 63, and Series 65 National Association of Securities Dealers licenses. Renée resides in Traverse City with her husband, Kyle, and their two children.