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.

Location

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Meet Our Team

Rob Renicker, CFP

Managing Partner

Email Address

rob@2911wa.com

Phone Number

(903) 914-5620



“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 a competing firm.  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 June 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.

Certificates

CFP

Lisa Lowrance

Registered Relationship Manager

Email Address

lisa@2911wa.com

Phone Number

(903) 914-5621

“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
Lisa has more than 20 years of experience in financial services, with roles including registered client associate, operations manager, field support
governance specialist and registered relationship manager.

She holds FINRA Series 7, 66, 9 and 10 securities registrations and is also insurance licensed. She joined Financial Advisor, Rob Renicker’s team in September 2021 after three years in a governance role focused on risk oversight. While the position was rewarding, she missed the direct impact of working with clients.

Focus
Lisa takes a hands-on, relationship-driven approach to client service. She supports investment planning by reviewing financial profiles, consolidating assets and guiding clients through onboarding. She helps prepare for account reviews and timely implementation of any updates.

In addition, Lisa manages marketing and social media efforts and coordinates client events. As a registered representative, she can enter trades and assist with both strategic planning and day-to-day account support. Her goal is to provide consistent, thoughtful service and build long-term relationships rooted in trust.

Away from the Office
Lisa is an avid reader and a volunteer with the Great Thoughts Great Reads program, where she reviews upcoming novels. She is active in her community, especially with Alzheimer’s organizations and prevention initiatives.

She is a member of the Delta Gamma Fraternity Alumnae Association and a former member of the Junior League of Tyler. Through those roles, she has contributed to several local nonprofits. Lisa enjoys traveling and spending time with her husband, Michael, a speech therapist. They are members of Bethel Bible Church in downtown Tyler.