Meet Our Team

Alise Reneau
Client Service Associate

Direct: (512) 291-1648

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About Alise

Alise Reneau serves as Client Services Associate for PlanWise Financial Group. In this role, she provides support to the company’s principal advisors and clients, including day-to-day administrative and operational duties. Alise brings to the firm over a decade of experience in project management, on-boarding, and service throughout the U.S. and abroad. She is equally comfortable working side-by-side with fellow administrators as she is with managers and directors. Alise prides herself on her ability to meet deadlines and effectively solve problems in fast-paced environments — talents that make her a valuable asset to the PlanWise team.

 

Prior to joining PlanWise Financial Group. Alise Reneau worked for a rapidly expanding sports and recreation company near Baltimore where she managed facility calendars, prioritized club team practices/rentals, handled billing and managed key staff. She grew up in Ithaca, New York before moving with her family to Maryland. Alise earned a bachelor’s degree in Family Studies and Community Development from Towson University. After college, she lived in Sydney, Australia for three years while completing an advanced internship with Hillsong International Leadership College. When she’s not working, Alise enjoys reading about health and wellness.  She loves trying new restaurants — especially places with fresh food and good coffee. And she can frequently be found out and about exploring Austin with her sweet Maltese-Shih Tzu mix named Tilley.

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PlanWise Financial Group
4801 Spicewood Springs Road, Suite 200, Austin TX 78759

Phone: 512.290.9020  |  Fax: 512.290.9010 

This communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, ID, IL, LA, MA, MD, MI, MN, NJ, NM, NY, OK, TN, TX, UT, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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