Renee Jones

Title: Compliance Associate

Credentials: B.A. in Business Management from Anderson University with 20 years of experience in the mortgage industry.

Favorite Movie or TV Show: 60 Minutes and CBS Sunday Morning

Favorite Game: Candy Crush

My Role: I supervise and assist in the processing of all new client accounts as well as take care of client service requests including deposits and withdrawals. I work closely with the team at TD Ameritrade in monitoring the transfer of account assets and act as a primary point of contact for all of our investment vendors. I also work directly with the Chief Compliance Officer to ensure all compliance needs are being kept current and enforced within the flow of the processing department.

Best Part of My Job: I love the opportunity to work on a variety of tasks and projects throughout the day with never a boring moment.

Hobbies & Interests: Bicycling and walking with my chocolate lab, Reese Cup.

Volunteer & Philanthropy: I am a member of the American Legion Post 408 Auxiliary.

Renee Jones

Title: Senior Account Processor & Compliance Associate

Credentials: B.A. in Business Management from Anderson University with 20 years of experience in the mortgage industry.

Favorite Movie or TV Show: 60 Minutes and CBS Sunday Morning

Favorite Game: Candy Crush

My Role: I supervise and assist in the processing of all new client accounts as well as take care of client service requests including deposits and withdrawals. I work closely with the team at TD Ameritrade in monitoring the transfer of account assets and act as a primary point of contact for all of our investment vendors. I also work directly with the Chief Compliance Officer to ensure all compliance needs are being kept current and enforced within the flow of the processing department.

Best Part of My Job: I love the opportunity to work on a variety of tasks and projects throughout the day with never a boring moment.

Hobbies & Interests: Bicycling and walking with my chocolate lab, Reese Cup.

Volunteer & Philanthropy: I am a member of the American Legion Post 408 Auxiliary.