Reneé graduated in 2000 from SUNY Fredonia with a degree in Economics and a concentration in Finance while interning at A.G. Edwards in Williamsville. During her two years as branch cashier, Reneé earned her Operations Certification as well as the industry’s Series 7 registration. Soon after, she became a Senior Registered Client Associate, obtained her insurance license, and earned the AAMS® designation. The AAMS® program provides a thorough understanding of the investment process with concentration on twelve areas of financial planning.
While at Wells Fargo Advisors, Reneé was named a Premier Client Associate for five consecutive years, an acknowledgement for outstanding service and professional development. This distinction is held by a select group of Registered Client Associates, based on a selection process based on professionalism, integrity and core leadership values.
Reneé has worked with the team that is now NorthCape Wealth Management since 2017, however has worked with Patrick since 2002. Renee is now our Client Support Manager and handles operations and client needs. She and her husband Bob enjoy traveling and tending to their home in Hamburg.