Renee’s expertise excels in providing advisory services for high-net worth and ultra-high-net worth individuals and families. She collaborates with our planning and investment teams to develop customized and comprehensive strategies for her clients, with a focus on trust and estate planning, income tax planning, succession planning for business owners, and family governance for multi-generational families. Renee has more than 20 years of experience in the financial services industry. Prior to joining Waldron, she was Vice President and Trust and Wealth Advisor with Comerica Bank, and prior Vice President for Citigroup Trust, both where she focused on financial planning and investment management for ultra-high net worth individuals and families. Additionally, Renee was admitted to the Michigan Bar Association in 2004 and maintains her current status as an attorney. She resides in Flat Rock, Michigan, with her special-needs grandson of whom she is Guardian for, along with her four small dogs. She is an active member in promoting various Women’s organizations, autism charities and animal advocate. She enjoys travel, great food, the theatre, sporting events, and spending time with family.
Education & Certifications B.S. Business Administration, Davenport University Juris Doctor, Law, Western Michigan University Member of the State Bar Association, Michigan Member of the State Bar Association, Illinois
Featured in The News
Mar, 2020 | Blog
We wanted to pass along an update on the quickly changing news over the weekend and the implications to financial markets/economy. It is important to recognize that the current market and economic conditions are event driven vs. technical driven as we saw in 2008. The plumbing in the financial markets continues to be fully functioning […]
May, 2018 | Recent News
Nov, 2017 | Recent News