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Renee Everett

Renee joined the firm in 2002 and is a licensed Life and Disability Insurance Agent. She is a graduate from the University of Phoenix, with a degree in Business Administration. She works closely with Curtis Farrell, CFP, on individual client management contributing her investment and insurance expertise. She has a passion for marketing and implementing fresh new approaches to business development.

 

On a personal level, Renee has been married to her husband Charles for 3 years and is still relishing the feeling of being a “newlywed”. They both enjoy recording and writing music together, traveling, and spending quality time together.

Renee desires to continue her education, with focus on specializing in Individual and Business Life Insurance needs. Her career aspirations include passing both the Series 6 and Series 63 Financial Certification exams this year, and eventually to achieve the Chartered Life Underwriter (CLU) designation.

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