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 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, recently launched her career in financial services by joining us at Flatwater Wealth!