“I support InterAction because we, as a community and as individuals, have a fuller, richer and a more dynamic experience that can drive business and generate creative solutions when diverse individuals gather together and have a seat at the table.”
Renée joined the 1st Source team in 1998.
Since that time she has worked in the Retirement Plan Services Division, Personal Trust Division and most recently as the Central Region Hub manager in the Asset Advisor group. She holds FINRA Series 7, 63 and 66 licenses. She also holds Life, Health and Long Term Care insurance licenses. Renée is a strategic wealth planner with 20 years of experience assisting clients through the various stages of wealth accumulation and wealth transfer. She is also skilled at building strong relationships that enable her to better understand each client’s individual needs and respond with strategies or services to satisfy those needs in a distinctively convenient way. Renée also serves as a board member for the YWCA North Central Indiana and as a board member for Youth Services Bureau (YSB). In her free time, Renée enjoys photography, reading, listening to music and watching sports.