Renee Katz
Senior Client Service Associate
Renee Katz is a member of the Beacon Pointe Client Service Department with over 15 years of experience and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest level of service. She has worked in the financial industry since 1981 and brings a wealth of knowledge to the team. Renee currently resides in Cottage Grove, MN, with her husband, Bill, and has four grown daughters, a grandson, and a granddaughter. Outside of the office, she enjoys spending time with her family by the pool, family dinners, cabin trips, and traveling.