Renee Summers
Client Services Manager
“The meaningful connections I’ve made over the years with our clients are relationships I truly value, and providing excellent customer service to them is a top priority. I utilize my organizational skills to coordinate the operational processes for the office to ensure that our team provides the best possible service to every client.”
- In 2011, I joined Dave Mettenbrink, Jeremey Ringlein, and Jeff Halloran at our former firm, Waddell & Reed. However, I have been in the financial services industry since 1991.
- To provide an additional level of support to our clients, I hold both securities and insurance licenses in multiple states. My primary role is to assist in the trading-related activities for our clients.
- In 2018, I earned a Bachelor’s Degree in Business with an emphasis in management from Doane University.
- My husband, Jeremy, and I reside on an acreage near Central City. This allows me to breathe in the fresh country air while indulging in the breathtaking Nebraska sunsets. We have two dogs and a cat with ample room to run, but we also love evening walks.
- I have a son, Zack Blase, a software engineer in Phoenix, Arizona. My daughter, Trinity Hawthorne, is employed in the financial services industry.
