Renee joined Ellenbecker Investment Group in March of 2018 as an Operations Associate. Her primary role is to support Jean Range, CFP® and Diane Byrne, CFP®, AIF® by providing extraordinary service to our valued clients.
At her previous employer, Renee worked with clients to research and resolve complex customer inquiries. With over 30 years of service in the financial industry, she is an excellent addition to the team.
Renee graduated with a Bachelor of Arts in Business and Communications from Concordia University. She successfully passed the FINRA Series 7 General Securities Representative Exam, Series 63 Uniform Securities Agent State Law Exam and the Series 65 Uniform Investment Adviser Law Exam.
Renee lives in Wind Lake with her husband, Dan, and their dog, Cooper. She has two daughters: Chelsea who resides in Ohio and Morgan who is currently attending the University of Wisconsin – Whitewater. She is a proud grandmother of two and enjoys a house full of out-of-town guests as often as possible. She enjoys biking, spending time with her husband and traveling to visit their family.