Renee Stene
Founder
What are your aspirations and dreams? What do you need to get there? I can help you find the delicate balance between planning for your short-term needs and long-term aspirations. I can help you prepare for the future while living for today.
My Story
I grew up on a family farm in South Dakota. I was the first in my family to go to college and I am incredibly grateful that my parents taught me the importance of hard work and the importance of always doing the right thing. If you are like me, you want to have a plan for achieving your goals. You want to feel like you are being intentional with your time and energy. You want to have peace of mind for your loved ones.
It’s incredibly meaningful work to help my clients define and pursue their goals. Through my life experiences, I have learned that life is both short and long. We only get one shot at it, and it’s important to make a meaningful impact with what we’ve been given. That is why I work as a Financial Advisor, using a holistic, goals-based wealth management approach. I have built a practice dedicated to putting my clients first and focusing on what matters most in their lives.
I hold the Series 7 (held with LPL Financial) and Series 66 FINRA registrations. I reside with my husband and two sweet kids in Weddington, NC. Outside of the office, I enjoy my kids’ soccer activities and taking them on adventures in the great outdoors.