Renata is a Client Services Associate on the Central Service team at BFG, supporting financial advisors and paraplanners. Her key responsibilities include opening new accounts, managing asset transfers, contributing to process improvement initiatives, and maintaining clear, consistent communication with clients to deliver outstanding service. Renata’s strong background in customer service and project coordination will enable her to deliver an exceptional experience for our clients.

Renata holds a degree in Marketing from North Central University. When away from the office, you’ll find Renata on the golf course, hiking, traveling, watching true crime and strength training.