Renee joined Kaizen Financial Group in 2013. She received her Associates Degree in General Studies from Macomb Community College. Following her Associates she graduated with her Bachelor of Arts Degree at Wayne State University in Nutrition and Food Science. Renee then obtained her Master’s of Management degree from Walsh College.
In 2014 Renee acquired her Life Insurance License for the state of Michigan allowing her to assist with the new business process at Kaizen. Her attention to detail and love of working with people lead her to this role. She is responsible for all service and administration of new clients, processing all paperwork, and maintaining current client accounts.
Renee enjoys keeping busy and active. She and her husband, Anthony, often find themselves taking on new house projects. That might be attributed to watching too much HGTV! When she is not working on the house she enjoys spending time at the family cottage in Port Sanilac as well as spending time with her 4 nieces and nephew.
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
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Investment advisory services offered through Kaizen Wealth Management, LLC a Registered Investment Advisor in the state of Michigan. Kaizen Wealth Management, LLC and Kaizen Financial Group, LLC are affiliated companies; however, are not affiliated with any other firms or agencies who offer financial or insurance services under a Kaizen Financial or similar name.
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