Rob Renicker, CFP
Managing Partner
About
With over 65 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 client’s 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: 903.991.5210
Email: rob@p5financial.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
Rob 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 April 2022 Rob launched Renicker Wealth Management of Power Five Financial. 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. He currently serves as an Insurance Committee Member. He is also a member of The Tyler Area Chamber of Commerce and is a member of the Louisiana Tech, LSU Shreveport and Tau Kappa Epsilon Fraternity Alumni Associations.
Lisa Lowrance
Registered Relationship Manager
Assistant Vice President
Phone: 903.991.5211
Email: lisa@p5financial.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 home health agency. 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 home health agency. They are active members of Bethel Bible Church in downtown Tyler.
Trudy Menke
Senior Client Associate
Phone: 903.991.5212
Email: trudy@p5financial.com
“As a Client Associate with over 30 years’ industry experience, Trudy is committed to providing clients with top notch service excellence.”
Background and experience
Trudy began her career in 1981 with Eppler Guerin & Turner as a Client Associate. She previously worked at Smith Barney, Paine Webber & Dain Rauscher. Trudy joined Wells Fargo Advisors in 2016 as an Operations Specialist in which she juggled time-sensitive transactions with multiple deadlines throughout the day. She helped onboard new staff and provided cashiering and other operational training to employees from other branch locations in Texas and throughout Arkansas. Trudy has also assisted with branch audit preparation, document retention and participated in educational Client Associate conference calls. In 2018 Trudy transitioned to her current role as Senior Client Associate working exclusively with Financial Advisor, Rob Renicker which allowed her to focus on what she does best – help and assist clients.
Focus
As a seasoned professional, Trudy 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, Trudy says that it is the interaction with clients and the opportunity to help people.
Away from the office
As a master gardener, Trudy loves being outdoors planting and creating unique landscaping areas. She has a fondness for growing and maintaining bougainvillea flowers. She enjoys traveling especially to tropical places with friends and family. Trudy is “GiGi” to her two beloved grandchildren, Kruze and Laiken. She loves spending time with her family and can often be found attending her grandkids many sporting and cheering events. Trudy is a former member of the Salvation Army Women’s Auxiliary and Smith County Master Gardener’s Association. She is a member of First Baptist Church Frankston and has volunteered with various church related activities.
Background and experience
Trudy began her career in 1981 with Eppler Guerin & Turner as a Client Associate. She previously worked at Smith Barney, Paine Webber & Dain Rauscher. Trudy joined Wells Fargo Advisors in 2016 as an Operations Specialist in which she juggled time-sensitive transactions with multiple deadlines throughout the day. She helped onboard new staff and provided cashiering and other operational training to employees from other branch locations in Texas and throughout Arkansas. Trudy has also assisted with branch audit preparation, document retention and participated in educational Client Associate conference calls. In 2018 Trudy transitioned to her current role as Senior Client Associate working exclusively with Financial Advisor, Rob Renicker which allowed her to focus on what she does best – help and assist clients.
Focus
As a seasoned professional, Trudy 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, Trudy says that it is the interaction with clients and the opportunity to help people.
Away from the office
As a master gardener, Trudy loves being outdoors planting and creating unique landscaping areas. She has a fondness for growing and maintaining bougainvillea flowers. She enjoys traveling especially to tropical places with friends and family. Trudy is “GiGi” to her two beloved grandchildren, Kruze and Laiken. She loves spending time with her family and can often be found attending her grandkids many sporting and cheering events. Trudy is a former member of the Salvation Army Women’s Auxiliary and Smith County Master Gardener’s Association. She is a member of First Baptist Church Frankston and has volunteered with various church related activities.