Renée specializes in income, retirement, and tax planning, and has a passion for supporting clients through their life transitions. Prior to joining Mercer Advisors, she was an Associate Financial Planner at Confluence Financial Advisors, where she worked closely with the lead advisors and their clients. 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 has the CERTIFIED FINANCIAL PLANNER™ certification and holds the FINRA Series 65 license. Renée is also active in InvestHERS and financial education programs that support young adults. She lives in Lafayette, Colorado, with her husband and enjoys hiking, spending time in the mountains, traveling, and baking.