Client Service Manager
Renee began her financial career in 1993, working in the operations department for a Seattle-based municipal bond broker, and becoming their trading assistant in 2005. In 2009, she transitioned to working with an independent advisory firm that would eventually join LPL Financial in 2017. With several decades of experience in customer service and administration, Renee enjoys streamlining daily tasks, and supporting advisors and clients through life’s changes.
She and her husband live in Fircrest outside of Tacoma. They love to hike and camp, just minutes from some of the most beautiful trails in the state. With their three grown children and three grandchildren, they enjoy spending time cooking and laughing at their large family gatherings.