Like most successful individuals, your many interests, endeavors and obligations place a lot of demands on your time. You know you are too busy to manage the many complexities that accompany wealth, yet prudently see the value in having experienced advocates looking out for you and your best interests.
At The Renn Wealth Management Group, our team has dedicated our careers to fulfilling this important mission. We'll create a thorough, well-integrated financial plan that goes far beyond just managing your investments to include addressing every facet of your financial life - today and far into the future.
At The Renn Wealth Management Group, our team has dedicated our careers to fulfilling this important mission. We'll create a thorough, well-integrated financial plan that goes far beyond just managing your investments to include addressing every facet of your financial life - today and far into the future.
Services
We offer a full range of services beyond just investment management because there are many facets to your financial life. All play a vital role in the financial independence and well-being of your family or organization. Because of this, we concentrate on serving you in all these areas - so you can focus on the many important endeavors in your life.
Pat is the founder and president of The Renn Wealth Management Group, and has more than 35 years of experience in the financial services industry. As a Certified Financial Planner practitioner for more than four decades, Pat has been dedicated to helping his clients pursue their financial goals by guiding them through the detailed planning process set forth by the CFP Board of Standards.
As a financial advisor of Raymond James Financial Services, and vice president of The Renn Wealth Management Group, Kathryn oversees our financial planning services and the implementation of investment strategies for our clients. She has worked in the financial services industry for almost 20 years.
Laura has more than 25 years of investment and administrative experience in the financial services industry, and serves as both a financial advisor and client relations manager for The Renn Wealth Management Group. Prior to joining our group, Laura worked as a financial advisor with Pat Renn at Consolidated Planning Corporation.
Tyler serves as our marketing manager and joined The Renn Wealth Management Group in 2003 after a career in sports management and event operations. He holds life, accident and health insurance licenses, and helps coordinate insurance planning for our clients. Tyler attended the University of Mississippi, and the Forman School in Litchfield, Connecticut.
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