Rena joined Larson Financial Group in February 2009 and in 2011 became an LPL Registered Administrative Associate. She works closely with Bill on financial planning, particularly Social Security and retirement income planning for our clients approaching retirement. Under Bill's direction, Rena plays a key role in investment analysis and portfolio design for our clients. She is passionate about socially responsible investing and enjoys helping clients understand their investments better.
In July 2017, Rena completed the 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 camping, board games, and volunteering at Boy Scout camp together with her husband Chris and child Alex.