Rob Renicker, CFP
Managing Partner
About
With over 45 years of combined industry experience, our team has the expertise and skill to assist our clients every step of the way in their financial journey. I’m proud to have hand-picked my team based on their individual strengths & their desire to help assist clients in achieving their goals. Our streamlined approach allows us to do what we do best, serve our clients.
Meet Our Team
Rob Renicker, CFP
Managing Partner
Phone: 903.914.5620
Email: rob@2911wa.com
“Each client is unique. I enjoy getting to know each of them so I can better guide them through each phase of the investment process.”
Background and Experience
Robert Renicker, Managing Partner began his financial services career working alongside his father, Bob Renicker as an Investment Associate with UBS Financial Services. In 2006, they moved their practice to Wachovia Securities (now Wells Fargo Advisors). In 2015, his Dad passed away; he is missed by all whose lives he touched. Rob is honored to have been able to work with his dad for 11 ½ years and he considers it a privilege to carry on the team that they built together. In July 2024 Rob launched Renicker Wealth Management of 2911 Wealth Advisors. He believes that this move allows more freedom and flexibility to help clients and assist them with not only with their investment planning goals and dreams, but also with unexpected life events that could necessitate changes.
Rob earned an Associate in Arts degree in General Studies at Tyler Junior College and a Bachelor of Science degree in Business Administration at Louisiana State University in Shreveport. In addition to holding the Series 7 & 66 securities registrations & insurance license, he also earned the CERTIFIED FINANCIAL PLANNER™ certification. This certification reinforced his understanding of the necessity of teaming up with specialists in different fields to assist his clients with a myriad of needs.
Away from the Office
Rob and his wife, Meghan live in Tyler, TX along with their twins, Robby & Jocelyn. They enjoy attending their children’s various activities and spending time together as a family. One of their favorite pastimes is watching football and Rob enjoys playing golf. He is active in his Christian faith through worship at Green Acres Baptist Church. Rob currently serves on the Green Acres Foundation Committee and as a Finance Committee Member. He is also a member of the Louisiana Tech, LSU Shreveport and Tau Kappa Epsilon Fraternity Alumni Associations.
Lisa Lowrance
Registered Relationship Manager
Phone: 903.914.5621
Email: lisa@2911wa.com
“Lisa believes in providing personal attention and solutions for each client by focusing on their individual needs. Her mission is to build long term relationships based on trust and superior service.”
Background and experience
With over 20 years of financial services experience, Lisa has worked as a Registered Client Associate, Operations Manager, Field Support Governance Specialist & Registered Relationship Manager. She holds the Series 7, 66, 9 & 10 securities registrations and is also insurance licensed. Lisa joined Rob’s team in September 2021 after three years as a Field Support Governance Specialist (a risk-based role). While she enjoyed the challenge, she felt it was time to move on. To put it simply, Lisa missed working with clients.
Focus
Lisa feels that it is a privilege to assist our clientele. She believes in a holistic approach to investment planning which includes reviewing and confirming client’s financial profile information, assisting with consolidation of assets, and providing education when onboarding new clients. She assists with account review preparation and implementation of any needed changes. Lisa coordinates all marketing and social media campaigns as well as client events. As a registered representative, she can enter trades along with assisting clients in strategic planning and administrative needs. Lisa believes that her personable approach shows that she truly cares about our clients and their families. Her mission is to build long term relationships based on trust and superior service.
Away from the office
Lisa is an avid reader who volunteers with the “ninja” Great Thoughts Great Reads program reading and reviewing upcoming novels. She is dedicated to actively participating in the growth and well-being of her local community. Volunteering with Alzheimer’s related organizations and participating in Alzheimer’s prevention initiatives is near and dear to her heart. She is a member of the Delta Gamma Fraternity Alumni Association and a past member of the Junior League of Tyler and through this organization, she has had the privilege of volunteering with many local organizations within her community. Lisa enjoys traveling and spending time with her husband, Michael who is a speech therapist for a local skilled nursing facility. They are active members of Bethel Bible Church in downtown Tyler.
Background and experience
With over 20 years of financial services experience, Lisa has worked as a Registered Client Associate, Operations Manager, Field Support Governance Specialist & Registered Relationship Manager. She holds the Series 7, 66, 9 & 10 securities registrations and is also insurance licensed. Lisa joined Rob’s team in September 2021 after three years as a Field Support Governance Specialist (a risk-based role). While she enjoyed the challenge, she felt it was time to move on. To put it simply, Lisa missed working with clients.
Focus
Lisa feels that it is a privilege to assist our clientele. She believes in a holistic approach to investment planning which includes reviewing and confirming client’s financial profile information, assisting with consolidation of assets, and providing education when onboarding new clients. She assists with account review preparation and implementation of any needed changes. Lisa coordinates all marketing and social media campaigns as well as client events. As a registered representative, she can enter trades along with assisting clients in strategic planning and administrative needs. Lisa believes that her personable approach shows that she truly cares about our clients and their families. Her mission is to build long term relationships based on trust and superior service.
Away from the office
Lisa is an avid reader who volunteers with the “ninja” Great Thoughts Great Reads program reading and reviewing upcoming novels. She is dedicated to actively participating in the growth and well-being of her local community. Volunteering with Alzheimer’s related organizations and participating in Alzheimer’s prevention initiatives is near and dear to her heart. She is a member of the Delta Gamma Fraternity Alumni Association and a past member of the Junior League of Tyler and through this organization, she has had the privilege of volunteering with many local organizations within her community. Lisa enjoys traveling and spending time with her husband, Michael who is a speech therapist for a local skilled nursing facility. They are active members of Bethel Bible Church in downtown Tyler.
Brooklyn McCloskey
Client Associate
Phone: 903.914.5622
Email: brooklyn@2911wa.com
“Brooklyn is committed to providing clients and their families with top notch service excellence. It is evident that she truly cares about our clients.”
Background and experience
Brooklyn joined Renicker Wealth Management of 2911 Wealth Advisors as a Client Associate in March 2023. With over 6 years of customer service experience, Brooklyn is personable, professional and it is evident that she truly cares about our clients. She looks forward to a long career in the financial industry and intends to begin studying for the series 7 exam in the near future.
Focus
Brooklyn excels in her role and is well regarded by clients and their families. Her multi-tasking and organizational skills help provide an excellent client experience. She handles administrative tasks such as proactive client contacts, presentation preparation, resolving action items, account opening and maintenance items, fund transfers and disbursements as well as document processing. She handles operational items such as check and stock certificate deposits as well as assisting clients with online access. Her personable approach is appreciated by clients whether in person or over the phone.
When asked what she enjoys most about her role, Brooklyn says that it is the interaction with clients and the opportunity to build relationships with them and their families.
Away from the office
Brooklyn enjoys traveling and spending time with her husband, Dale who is the Project Assistant at Leon's Sign, Inc. They have an active lifestyle which includes playing golf, working out, and camping (as the weather permits). Brooklyn and Dale are newlyweds and high school sweethearts. They moved from their hometown of Gilmer to Tyler in 2019 and plan on settling down in the area. In 2021, Brooklyn graduated from the University of Texas at Tyler with a bachelor’s degree in general business. Brooklyn and her husband love exploring the East Texas community with their dogs, Maggie and Paisley. They can often be found walking the local trails or enjoying live music at dog friendly locations.
Background and experience
Brooklyn joined Renicker Wealth Management of 2911 Wealth Advisors as a Client Associate in March 2023. With over 6 years of customer service experience, Brooklyn is personable, professional and it is evident that she truly cares about our clients. She looks forward to a long career in the financial industry and intends to begin studying for the series 7 exam in the near future.
Focus
Brooklyn excels in her role and is well regarded by clients and their families. Her multi-tasking and organizational skills help provide an excellent client experience. She handles administrative tasks such as proactive client contacts, presentation preparation, resolving action items, account opening and maintenance items, fund transfers and disbursements as well as document processing. She handles operational items such as check and stock certificate deposits as well as assisting clients with online access. Her personable approach is appreciated by clients whether in person or over the phone.
When asked what she enjoys most about her role, Brooklyn says that it is the interaction with clients and the opportunity to build relationships with them and their families.
Away from the office
Brooklyn enjoys traveling and spending time with her husband, Dale who is the Project Assistant at Leon's Sign, Inc. They have an active lifestyle which includes playing golf, working out, and camping (as the weather permits). Brooklyn and Dale are newlyweds and high school sweethearts. They moved from their hometown of Gilmer to Tyler in 2019 and plan on settling down in the area. In 2021, Brooklyn graduated from the University of Texas at Tyler with a bachelor’s degree in general business. Brooklyn and her husband love exploring the East Texas community with their dogs, Maggie and Paisley. They can often be found walking the local trails or enjoying live music at dog friendly locations.