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100 Executive Drive, Suite E, Lafayette, IN 47905

888-406-1728
rena@yourpathkeeper.com
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About Us

Helping you manage the changing face of life.

Our focus is helping our clients develop the financial path to reach their unique goals ranging from sending children to college, protecting their loved ones, or replacing their paycheck at retirement. We work with clients to understand their wants, needs, and goals and then develop an investment strategy unique to that individual.

As independent advisors, we are able choose from a wide variety of investment solutions to help each client pursue financial success. We feel that the ability to work with clients in either a fee-based or a commissionable capacity gives us the flexibility to provide the widest range of solutions in a cost effective manner. PathKeeper Financial utilizes the technology and service of LPL Financial, LLC, the largest independent broker/dealer in the United States* to offer these solutions.

*As reported by Financial Planning magazine, June 1996-2018, based on total revenue

Rena L. Noe, CFP®

Rena L. Noe, CFP®

LPL Financial Planner

888-406-1728 Ex.401

rena@yourpathkeeper.com

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...

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Jerlisa Holmes

Jerlisa Holmes

Administrative Assistant

833-253-3177

jerlisa@yourpathkeeper.com

Jessica brings over six years of experience in the financial industry and more than 20 years of customer service expertise to serving the clients of PathKeeper Financial. She supports administrative operations and client management...
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