Renée Veenendaal *

  • Financial Planning Assistant/Compliance Assistant
    Renée Veenendaal

    Renee Veenendaal Financial Planning Assistant

    As an administrative professional with over 25 years of experience, my goal is to provide quality customer service with warmth and attention to detail.  Client satisfaction is of utmost importance as I assist you with opening new accounts, balance inquiries, account maintenance, document preparation and asset movement.  I joined the Phase 3 team in May of 2020 and look forward to building a solid, long-term relationship with our clients.

    My personal interests include walking, biking and spending time with family and friends.  I also enjoy teaching Sunday School to Kindergarteners at our church.

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Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Phase 3 Advisory Services Ltd., a registered investment advisor not affiliated with Royal Alliance.

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