Prior to joining Maxwell Locke & Ritter, Renee was the Manager of Client Experiences for a small CPA firm located in Arlington, TX. She managed their front desk by greeting clients, coordinating appointments, and directing phone calls, while also serving as the support role for both the Accountants and Financial Advisors in the office. This allowed Renee to become familiar with the tax process by helping clients sign paperwork and assisting with tax return assembly. Her work with the Investments/Retirement department involved filling out the necessary forms used to set up new accounts and performing any account requests.
Renee joined the ML&R Austin location in 2015. She is primarily involved in proposal preparation process for prospects and works closely with our marketing department. In addition, she provides a wide array of administrative assistance to the office and serves as the Executive Assistant to the lead partner of the firm.
- Administrative Support
- Executive Assistant
- Marketing Support
- University of Texas at Arlington - Bachelor in Business Management
- Meals on Wheels, Volunteer