Renee Boulger joined Keystone Financial Services in January 2011, bringing more than 20 years of experience in the financial industry to her role as Managing Director. She is a Registered Paraplanner® and plays a crucial role in the smooth functioning of the office. With overall responsibility for day-to-day operations, she works effectively to drive transparency for our clients.
Renee’s tremendous energy and experience benefits both Keystone Financial Services and the firm’s clients. Over the years, she has developed so many wonderful relationships with our clients, getting to know them on a personal, as well as professional level which enables her to better assist each client and tailor services to their specific needs. Our clients find that Renee provides her expertise and attention to detail in all aspects of client services. Renee’s goal is to make each client feel welcome and confident that they are in capable hands with our team.
As a committed advocate for continuing education, Renee is an Advisory Board Member at the Institute of Business and Medical Careers (IBMC). She earned an Associates degree in Finance in Banking from the American Institute of Banking, a certificate in General Banking and Human Resources from CUES University, as well as a Bachelor’s degree in LPL Financial’s Admin U Program. In addition, Renee holds Colorado insurance licenses in Property & Casualty, Life, Accident & Health.
When Renee is not working, she enjoys spending time with her family, traveling and taking every opportunity to learn new skills. She is also very active volunteering in the community, leading a life group and is always willing to help when needed.