Renee serves as a Financial Advisor / Tax Preparer since joining our firm in 2016. She works out of our Coldwater office and is part of the financial services and tax teams. She specializes in providing the following services:

  • Servicing of Retirement Plans
  • Assisting individual clients with their financial needs
  • Preparation of individual tax returns
Renee is a graduate of Coldwater High School and The Ohio State University. She participates in professional development seminars and continuing education courses to ensure the highest level of service and expertise for our clients. Renee resides outside of Coldwater, Ohio with her husband, Cory, and they have three children.


Phone: 419-678-4814

Fax: 419-678-2752

“At the end of the day I feel successful knowing I’m helping others meet their financial goals and find financial stability.”