Rene Lee is our Office Administrator. She assists Steven Kleiber, CPA/PFS, CFP®, Partner and June Todd, Director of Tax services with administrative and operations related tasks and is our main point of contact for the company and all tax related client issues.
Originally from Cedar Rapids, Iowa, Rene moved to Texas in 2015 and brings with her nearly a decade of paralegal expertise and an abundance of administrative support experience.
Rene is a volunteer with her children’s school district and is on the Social Committee for her neighborhood HOA. She enjoys DIY home renovations, traveling and spending time with her husband, three children and four pets: Teddy, Killer, Frida and Mei Mei.