Renee Frank

Corporate Officer Manager


Renee Frank is someone who is very organized and focused on making sure all our internal systems are efficient and coordinated. This enables our entire team to execute information, strategies, and communication in a consistent and timely manner throughout the office as well as with our clients.

In these fast paced markets, we need a team member who can step back and see the systems we need to implement in order for our work to flow between the financial blueprints, the portfolios, and operations.


Renee definitely knows how to handle organization in a fast environment. She is a graduate of Auburn University in Montgomery with a degree in Business Administration. She has 13 years in retail management and nine years in early childhood development. 


Renee and her husband Joe, reside in Hoover, and have three children.