Renee serves as a Financial Planner and Investment Advisor Representative at Lanier Financial Group. Renee acts as a fiduciary to help clients plan, execute and realize their financial goals. By providing clients with a high level of service, Renee believes in a holistic approach to investing that explores all areas of a client’s financial picture. Renee makes it a priority to foster the long term relationships she has developed over her career with both clients and industry peers.
Prior to joining Lanier Financial Group, Renee was a Senior Investment Associate and Financial Advisor at a regional brokerage firm for 22 years in Athens, GA.
Renee earned a Bachelors of Arts Degree in Journalism from the University of Georgia, as well as a Masters Degree in Financial Planning from the University of Georgia. Renee holds a FINRA Series 7 and 66 license. Renee is preparing to take the CFP Exam and looks forward to expanding her knowledge at every opportunity so that she can better service her clients.
Renee resides in Jefferson, GA with her husband and Corgi. She enjoys traveling, camping, yoga, tennis and reading.