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.
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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.
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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.