Meet Renee
As Director of Client Services at TrueNorth 42 Wealth, Renee is dedicated to creating a welcoming and seamless experience for every client. She understands that each individual’s financial journey is unique and strives to make every interaction comfortable and personalized. Renee plays a key role in planning client events, facilitating service requests, and overseeing office operations, ensuring that clients receive the exceptional care they deserve.
Renee took an unexpected yet fulfilling path to the financial industry. She originally earned an associate’s degree in Massage Therapy, but her passion for numbers led her to a 19-year career with Sigma Financial and Parkland Securities in their commissions department. During her tenure, she contributed to major projects, served as President of their Charitable Foundation, organized events and training sessions, and earned her Series 99 certification.
Outside of work, Renee’s happy place is the kitchen, where she enjoys cooking, baking bread, and creating sweet treats. She and her husband, Travis, have been married for over 20 years and love raising their three children together. When she’s not experimenting with new recipes, you might find her crocheting, mowing the lawn, or indulging in a good book. She also enjoys traveling to Michigan’s Upper Peninsula, hiking, and embracing the beauty of nature.
