Renee Back

With over 20 years of experience in financial services, Renee has been providing support to Courtney and Ann Marie’s clients since 2015. She specializes in managing operations centered around new client’s customized investment strategies and family wealth disbursement. Renee is passionate about delivering highly personalized attention to client’s logistical needs while maintaining a strong knowledge of industry issues. Renee ensures that clients' accounts are always up-to-date by regularly communicating with them, fielding their questions, and resolving any issues they may have. Her focus is on building strong relationships based on trust, which is why she is highly regarded by clients and colleagues alike. Renee is a licensed administrative professional, holding securities licenses for Series 7 (General Securities Representative), 63 (Uniform Securities State Agent), and 65 (Investment Advisor Representative) through LPL Financial. She is married to Jason. Her two kids Jake and Kaysie, and their spouses, along with her granddaughter Lily Rae live in Redding. They all enjoy spending time outdoors together as a family.