Renée A. Egelski joined FIM Group in April 2006, bringing over five years of financial planning experience. Renée's primary responsibility is to assist clients in achieving their individual financial goals and objectives. This includes developing comprehensive strategies for retirement and education funding, tax and estate planning, as well as analyzing life and disability insurance needs.
Renée has over 15 years' experience in the financial services industry, providing comprehensive fee-only financial planning and investment management services to individuals since 2001. Her commitment is to provide the highest-quality, objective, professional financial advice to our clients and their families to help them reach their unique financial goals.
Among her professional accomplishments, Renée has been authorized by the Certified Financial Planner Board of Standards (CFP® Board) to use the certification marks CFP® in accordance with CFP® Board certification and renewal requirements. These marks identify those individuals who have met the rigorous education, examination, experience and ethical requirements of the CFP® Board. Renée also holds and Accredited Wealth Management Advisor (AWMA SM) and has passed the Series 6, Series 63, and Series 65 National Association of Securities Dealers examinations.
Renée resides in Traverse City with her husband, Kyle, and their two children, Emma and Ethan. Renée is fond of spending time with her family enjoying the abundant natural beauty in northern Michigan and traveling to the Caribbean to escape the winter cold. Renée also likes to spend what little quiet time she has, reading and scrapbooking.