Rena joined Larson Financial Group in February 2009. She started out answering phones and learned on the job, working her way up to her current role as Financial Advisor. Rena focuses on investment analysis and portfolio design for our clients. She is passionate about socially responsible investing and enjoys helping clients understand their investments better. Rena is also our go-to person for specialized or complex client problems, helping to frame the question and use our financial planning tools to address it.
In July 2017, Rena completed the Accredited Investment Fiduciary (AIF) designation through the Center for Fiduciary Studies. She also holds the Financial Paraplanner Qualified Professional designation from the College for Financial Planning, and a General Securities Representative and Uniform Combined State securities registration (Series 7 and Series 66) with LPL Financial. Rena graduated from Central Washington University in 2006 with a BA in Political Science and English.
Rena's interests include crafting, camping, computer games, and volunteering at the Cascade Scout Reservation camps together with her husband Chris and teenage child Alex.