Renee supports lead admin Amanda Boyd in handling operational and administrative tasks for Kesselman Wealth Management.
She has more than 25 years of experience in banking and finance working with clients through every aspect of their financial lives to include retail banking, mortgage financing, and investment banking. She joined LPL in 2023 to apply her experience working with advisors and clients in the Admin Solutions Program.
Renee is a South Carolina native and enjoys spending time with family and going to the beach any chance she can.
She is a LPL employee and is part of the Admin Solutions program that supports multiple advisors businesses.
