Renée Veenendaal *

  • Financial Planning Assistant
    Renée Veenendaal

    Renee Veenendaal Financial Planning Assistant

    An experienced veteran in customer service and support, I joined the Phase 3 team in 2020 after several years in the insurance industry. Working in tandem with the advisors, we create portfolio and quarterly investment reports for you. In order to help you be as successful as possible, I work closely with the team providing market research. After hours, I enjoy spending time with my family and working with not-for-profit.

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

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