207: Renee Burke on dealing with fears and unknowns in business
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Renee Burke, AAMS®, CFP®
Working closely with you and your CPA, attorney and other professionals, Renee can help determine the most appropriate financial strategy for you and your family. She can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do.
After graduating from Stetson University with a Bachelor of Science degree, Renee’s interest in helping people led her to the medical field. Still yearning for opportunity to change lives, she was drawn to Edward Jones and worked side by side with her mother and best friend, Rebecca Sargent, until she retired. Renee holds the CFP® and AAMS® professional designations.
Originally from Jacksonville, FL, Renee has lived in the community since 2014. Her husband, Evan, is a Doctor of Physical Therapy and her two boys, Keegan and Carson, keep her and Evan active and enjoying all the milestones and important moments in life. Her passion to help people has allowed her the opportunity to be a founding board member for Modern Widows Club and she still volunteers there today.
Actionables from Renee’s Interview:
How you can connect with Renee Burke
Office phone: 352-357-2282
Renee’s website: https://www.edwardjones.com/renee-burke
Renee on LinkedIn: https://www.linkedin.com/in/renee-burke-aams%C2%AE-cfp%C2%AE-0391b79a/
Modern Widow’s Club: https://modernwidowsclub.com/
Focus wheel process (video): https://youtu.be/7B_UBW2MwAg