Meet Rene


As a Client Service Associate/Assistant, Rene assists in reassuring our clients that their needs are met in a prompt and timely manner, all while keeping the clients’ best interests in mind.

A graduate of the University of Houston with a bachelor’s degree in Finance in 2002, Rene later pursued and obtained her master’s degree in Finance from the University of St. Thomas in 2006. Her corporate financial career began with J.P. Morgan Chase Bank in 2002 in the Wealth Management Treasury Department, and later moved on to Wells Fargo Bank as a Client Relationship Manager.

Her biggest passion is spending time with her family, creating fun and joyous memories. She has two very active daughters that keep she and her husband quite busy, and they wouldn’t want it any other way.