Renee Welch
Director of Operations
Omaha, NE - Home Office
Renee Welch joined Silverleaf Wealth Management in 2018 and has over 15 years of experience in the financial services industry. Along with her nurturing mentality that embraces change, she strives to build lasting client relationships by being truthful, mindful and attentive.
Beginning her financial services career with RBC Wealth Management in 1991, Renee realized her passion for working with clients and supporting their individual needs. After RBC she joined Carson Wealth Management where she exceeded client expectations with honest, consistent communication alongside unparalleled service.
Renee returns to the industry after taking time to raise her family and has found her ideal fit with Silverleaf Wealth Management. A firm believer that learning is an endless process, she holds her Series 7 through LPL Financial, and Series 66 through LPL Financial and Gladstone Institutional Advisory. In addition to her Nebraska Life, Annuities and Health licenses she also taken the Securities Industry Essentials exam.
Outside of the Silverleaf Wealth Management family, Renee has been married since 1991. Jeff, a personal injury attorney, and Renee have two children: Will, a graduate of Florida State University pursuing a career in financial services and Lauren, an Elkhorn High School graduate interested in marketing and entrepreneurship at Lindenwood University.
One of her favorite quotes, “Leave it better than you found it.” by Robert Baden Powell.
In addition to spending time with family and friends, Renee keeps busy playing tennis, golfing and traveling.
