A recent graduate of IVY Tech Community College, Karin has an Associates Degree in ParaLegal Studies. She is excited to learn about financial services and looks forward to serving clients of PathKeeper Financial.
Rena Noe, Certified Financial Planner™, LPL Financial Planner
Rena is president of PathKeeper Financial, LLC and founded the company in December 2016. She received her BS in Financial Counseling and Planning from Purdue University in 1999. Rena's career began at Strategic Financial Group LLC (SFG) in 2000 where she worked in various capacities for SFG including Senior Financial Advisor and Compliance Manager. In 2016, Rena purchased the securities and insurance divisions from SFG in a spin-off and thus, PathKeeper Financial LLC was born.
Rena has a passion for helping clients pursue their financial goals. She is able to do this successfully by learning about her clients' current lifestyle, hopes and dreams for the future, and their resources to be used in working toward those goals.
Outside of work, Rena enjoys spending time with her husband Brian and her son Thomas. She also likes reading and gardening.
As a licensed investment professional, Rena holds the Financial Industry Regulatory Authority Series 4, 7, 24, 53, 63, & 66 securities registrations through LPL Financial. She also holds Life, Accident and Health, Variable Annuity and Long Term Care Insurance licensing in multiple states. Rena also earned the CERTIFIED FINANCIAL PLANNER™ practitioner certification in 2003.