We are excited to introduce our newest Team Member: Rena Macoubrie
I am writing to share some exciting news with you. At Triad Financial Strategies we are constantly striving to improve on our ability to deliver extraordinary service to you. As such, I am very pleased to announce the recent addition of Rena Macoubrie as Director of First Impressions in our Tacoma location.
Rena joined the Triad Financial Strategies team in April 2021. She strongly believes that everyone should be aware and thinking about their financial goals and working on how to achieve them. She is quoted as saying, “It’s great to work hard but better to have your money working hard for you. I am grateful to be part of the process of helping our clients. “
Rena will be responsible for assisting our Tacoma clients and greeting anyone that calls or comes into our office. A few of her bigger responsibilities will be as the main contact person for any service needs on your accounts, scheduling times for you to meet with your advisor, and ensuring that you feel welcome and comfortable in our office.
Rena graduated from Western Washington University with a Degree in Finance. Fresh out of college she started her career path as Registered Representative at First Investors working directly with clients and their financial goals. She then moved on to KeyBank as a Licensed Relationship Manager, still working with clients and their financial goals but also assisting with banking and loans. Lastly, she made a change to KMS Financial Services and worked at the home office servicing Financial Representatives and their clients with technology needs.
In her free time, she enjoys volleyball, fastpitch, reading, crafting, scrapbooking, and dabbles in jewelry making. She enjoys spending time with her family and friends going to events, wine tasting, and having game nights.
Please join me in welcoming Rena to the Triad Financial Strategies team.