Renee Michel, MBA
Helping individuals and businesses build wealth through a total wealth management process is my passion. I serve as a financial partner to each of my clients (individuals and businesses) and together we customize a financial plan that is designed to protect what is important while providing for current needs and long-term goals.
Although I specialize in retirement income planning, I work with investors in all different stages of saving. Whether you are just starting to build your wealth or you are ready to enjoy the wealth you’ve built, I believe following a manageable savings plan and disciplined investment process is key to realizing your goals. I work hard to be the trusted advisor who puts my client needs first.
AMG welcomed me to the family in 2003 as the Client Services Manager for Brian Sweeney. I spent the first 8 years coordinating portfolio development and managing all aspects of client services. I learned the business from the ground up and organically transitioned into an independent broker with the firm after graduating from the MBA program at CSU, Chico.
Outside of the office any free time is spent enjoying good books and spending time with my friends and family. I love traveling and look forward to visiting all corners of the world during my lifetime.
As an office and a family we participate in various community service projects throughout the year. In addition, I serve on the Salvation Army Community Advisory Board and am a member of the California Nut Festival committee, Butte County Farm Bureau, NV Chapter of California Women for Ag and a few others.
I currently maintain my Series 6, 7, 63 and 65 security registrations and am a California Life agent.
For more information, check out our specific team site at sweeneymichelamg.com