Alexandria Technical College
Renae Mottaz is a client service associate at Allodium Investment Consultants. She thrives on building relationships with clients and supporting them in all areas of their financial planning, investment and insurance needs. It brings Renae great satisfaction to help clients reach their goals and to see them take steps towards making their dreams come true. She currently serves on Allodium’s Client Service Committee.
Renae joined Allodium in 2016 after working four years as a client relationship manager for another investment advisory firm. While at this firm, Renae completed extensive coursework and training in the securities industry, passing her Series 7 and 66 exams.
Renae makes her home in Roseville with her husband, David. They have two children, Tony and Maddie. Renae enjoys spending time with her family whenever possible as they all share a love of music, baseball and camping. Renae enjoys quilting and hiking. She is active in her church and volunteers with her husband as a PREPARE mentor.