Renae R. Mottaz

Senior Client Service Associate

Education

Alexandria Technical College

 

 

Renae Mottaz is a senior client service associate at Allodium Investment Consultants, where her passion and commitment to service thrives in every client relationship she builds. With a client-centered approach, Renae provides dedicated support taking great pride in guiding clients as they move closer to realizing their goals. She is currently serving as a member of Allodium’s Client Service Committee and Employee Committee.

Renae joined Allodium in 2016, bringing with her four years of experience as a Client Relationship Manager at another investment advisory firm. During this time, she immersed herself in rigorous securities industry coursework and professional training, earning both her Series 7 and Series 66 licenses.

At home in Roseville, Renae’s life is filled with family, faith, and community. She and her husband, David, are proud parents to their two children, Tony and Maddie, and were thrilled to welcome two grandchildren to their family. They cherish time spent together enjoying music, sports, hiking, and camping adventures. Renae delights in creative pursuits such as crafting and quilting and is equally passionate about serving the people of her church through her involvement on the Prayer Ministry Team, as a PREPARE mentor, as a small group leader and in many other capacities.

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