Our Team
Helping You manage the changing face of life.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Jerlisa Holmes
Administrative Assistant
Matthew S. Krugman
Executive Assistant
Rena L. Noe, CFP®
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...