Renee is a Senior Wealth Advisor who oversees Waldron’s Plymouth, MI office.
For more than 20 years, Renee has been helping entrepreneurs and their families simplify their financial lives. After graduating with a Business Administration degree from Davenport University, she earned a Juris Doctor degree from Western Michigan University.
Prior to joining the Waldron team, Renee served as Vice President and Trust and Wealth Advisor with Comerica Bank, and prior Vice President for Citigroup Trust. Renee was admitted to the Michigan Bar Association in 2004 and maintains her status as an attorney.
At Waldron, Renee specializes in customized and comprehensive strategies providing advisory services for high-net-worth and ultra-high-net-worth individuals and families. She focuses on trust and estate planning, income tax planning, succession planning for business owners, and family governance for multi-generational families. In “HOUR Detroit Magazine”, Renee was featured in “Faces of Wealth Management” for being a trusted advisor.
Outside of the office, Renee enjoys travel, great food, theatre, and sporting events. She actively promotes women organizations. She is a member of Inform Executive, Power of 100 Power Forward, Who’s Who in America, and the Smart Business Dealmaker’s Business Conference Host Committee. Renee resides in Flat Rock, Michigan with her special-needs grandson of whom she is the guardian, along with her four small dogs.