Renée specializes in income, retirement, and tax planning, and has a passion for guiding young professionals in making foundational financial choices early. 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. Renee graduated from the University of Oklahoma with Special Distinction holding a Bachelor of Fine Arts degree in ballet performance and a minor in mathematics. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds the FINRA Series 65 License. Renee is also actively involved in InvestHers and the Mercer 2030 - Sustainability. She lives in Lafayette, Colorado with her husband and enjoys hiking, spending time in the mountains, and traveling.