Meet the Team

Renee Jeffries


Administrative Assistant

Renee has over 20 years of financial industry experience. She has experience with Independent Financial advisors and with larger firms as the primary point of contact for clients and Institutional contacts to ensure clear and reliable communication with attention to detail. Clients are the core of what she does. She ensures they always have a friendly and knowledgeable contact just a phone call or email away. Renee received her Financial Paraplanner Qualified Professional designation in February 2012.

In her free time, she volunteers at the Children’s Cancer Center, Habitat for Humanity and Metropolitan
Ministries. She loves to take cruises and hopes to retire on a cruise ship!

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Choose your advisor

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Ken Hargreaves

Founder, Wealth Manager
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Shane Klemcke

Wealth Manager