Meet Renée
Renee is a Sr. Wealth Advisor based in Boulder, Colorado. She joined Mercer Advisors in 2019 through the acquisition of Confluence Financial Advisors where she served for three years. Renée graduated from the University of Oklahoma with special distinction, earning a Bachelor of Fine Arts degree in ballet performance with a minor in mathematics. She is a CERTIFIED FINANCIAL PLANNER® professional and holds the FINRA Series 65 license.
Renée’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Renée has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- For women breadwinners, financial strategies to support their families and long-term goals
- Aligning portfolios with purpose for clients pursuing values-based investing
Her working style
Renee brings a calming presence and steady demeanor to every client interaction, fostering a sense of trust and ease. Her thoughtful, grounded approach helps clients feel supported as they navigate complex financial decisions. With a clear focus on long-term goals, she guides conversations with intention — turning aspirations into actionable, personalized plans.
Renée in real life
What keeps you busy outside of work?
I love hiking year-round — because in Colorado, there’s no bad weather, only bad gear. I also enjoy exploring new places, baking, good coffee, going to musicals, and expressing creativity through art.
How do you give back?
I volunteer with several organizations that align with my values around education, community, and food equity. I serve as a mentor with 3rd Decade, supporting financial literacy for individuals in their 20s and 30s, and with the Colorado University Leeds School of Business, helping guide future professionals. I’m also a member of the Junior League of Denver, contributing to community initiatives, and I volunteer with Uproot Colorado, an organization that gleans excess farm produce to donate to local food banks.
Why do you like working at Mercer Advisors?
I love working at Mercer Advisors because it allows me to demystify financial planning and make it approachable for clients and their families. I’m passionate about helping people understand their options and build plans that reflect their goals and values.
Meet Renée’s Teammates
Nadege Maximin-Fiester
Manager, Client Service
What Renée Says
Nadege and I work closely to support our clients, and her proactive, detail-oriented approach makes her an essential partner in delivering exceptional service. She is incredibly competent, driven, and consistent.
W. Thomas McNary
Sr. Wealth Advisor, Director
What Renée Says
Tom and I have worked together since 2016, and he’s been both an outstanding advisor and a strong leader for our Boulder team. His great attitude and professionalism are truly inspiring.
Chuck Breuch
Sr. Wealth Advisor
What Renée Says
Chuck and I work closely together, and his long tenure at Mercer Advisors brings invaluable experience to our team. He’s a role model and mentor whose integrity and collaborative spirit make him exceptional.
Articles by Renée
Ready to learn more?
Explore More
The Forbes Top Women Wealth Advisors Best-In-State 2025: The rankings developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Forbes Next-Gen Wealth Advisors, Best-In-State 2025: The rankings, developed by SHOOK Research, is based on an algorithm of qualitative criteria—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
AdvisorHub Advisors to Watch 2025: To be considered for the rankings, advisors complete an application and have at least $150m in AUM, seven years of experience, two years of good standing tenure at their current firm, and a clean regulatory record. The collective AdvisorHub rankings celebrate excellence in scale, growth, and professionalism—qualities that define our team.
AdvisorHub Advisors to Watch 2024: To be considered for the rankings, advisors complete an application and have at least $150m in AUM, seven years of experience, two years of good standing tenure at their current firm, and a regulatory record of two or fewer complaints and no significant judgments. The rankings highlight advisors and their teams on scale, growth, and professionalism.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.