Director of Impact
Professional Focus & Services
Starting with work dating all the way back to when she was in high school and college, Renee worked in many restaurants. She felt it was important to mention this as we often start with our "professional" work histories, but many of her values are deeply connected to her experience and who she knew when doing work for minimum wages.
Out of college, Renee worked on a couple of political campaigns where she realized the kind of impact she wanted to have in the world was more direct, and she became a social worker. She worked with victims of Intimate Partner Violence at what was then the Boulder County Safehouse, the teen centers at Attention Homes, a women's halfway house, and the Boulder County Addiction Recovery Center.
During her non-profit work she worked both with clients and in grant writing and fundraising. Her career change into the investment advisory field in 2000 was attributed to both a growing interest in the financial side of things and life change of having a baby. She began at Trilogy Financial Services in Denver.
In 2004, she left to create an independent RIA firm, Better World Investments, which she grew and established herself as an expert in the field regarding issues related to mass incarceration and racial justice, including divestment from private prisons.
Professional Affiliations and Recognitions
Current Member, First Affirmative Financial Network - since 2004
Current Member, Social Investment Forum - since 2004
Past Board Treasurer, Mission Asset Fund - 2011 - 2017
Education, Designations and Registrations
Uniform Securities Agent Series 66
Licensed Agent: Life, Health and Annuity
MA Counseling Psychology, Lesley College
BA Political Science, San Jose State University