What’s your dream for the company?
I want Keystone Financial Services to be the company our clients immediately turn to for help in making the decisions that determine the quality of the lives they lead.
What are three words people use to describe you?
Passionate, driven, authentic
When you are not working, what do you care about most?
Family. Faith. My family reminds me daily of what life is about and to preserve those moments.
What’s your financial journey?
Commitment. Renee is the Managing Director at Keystone Financial Services. She is responsible for overseeing operations for the company. In addition to her responsibilities of the day-to-day management of the organization, Renee is directly responsible for the Client Experience, People & Organization and Operations division of Keystone Financial Services, as well as working with a dedicated Compliance team to meet certain compliance requirement of the company. Her goal is to drive transparency to our clients.
Prior to joining Keystone in January 2011, Renee worked at Addison Avenue Federal Credit Union for 10 years where she developed many wonderful relationships with our clients, getting to know them on a personal, as well as professional level which enabled her to better assist each client and tailor services to their specific needs here at Keystone. Her prior positions to Keystone have lend to her experience in the financial sector for the last 25 years.
Renee earned an Associates degree in Finance in Banking from the American Institute of Banking, an associate certificate in General Banking and Human Resources from CUES University, as well as a Bachelor’s degree in LPL Financials’ Admin U Program. In addition, Renee holds Colorado insurance licenses in Property & Casualty, Life, Accident & Health as well as a Financial Paraplanner Qualified Professional designation.