Renee Kelleher

Renee Kelleher

Client Relationship Manager
 
https://calendly.com/renee-vwfinancial We have such a great client base at Van Winkle Associates, and Renee really enjoys interacting with them on a personal level. It is very rewarding to her to be able to provide assistance for them. She loves being the bridge between our clients and their advisors here because it means she gets to cheer on our clients’ wins. Renee is committed to providing the best possible service to clients, and her ultimate goal is to leave them with a lasting impression. She is here for clients no matter their need. Renee is married and has two sons and a daughter and enjoys spending her free time with her family.

WHO WE ARE

Van Winkle Associates is a Boutique Family Financial Services Firm founded in 1979.

WHAT WE DO

Advise individuals and businesses to create, grow and preserve wealth and manage benefits through financial and insurance solutions.

HOW WE DO IT

Partnering with Fortune 100 companies and leveraging our decades of experience and relationships to deliver results and success for our clients