Matt Renaud is a Certified Senior Advisor and a well known financial educator in St. Charles County. He is the author of Retirement Investing, a no nonsense guide to protecting your assets.
His retirement seminars have been widely attended by retirees of Boeing, Verizon, MEMC, Anheuser Busch, and Monsanto. Matt has developed a specialty in working with retirees and those about to retire who want to protect their principal and insure that their money lasts. His practice focuses on helping his clients avoid the common mistakes made by most retirees and heexplains how he has counseled hundreds to avoid these pitfalls.
Mr. Renaud has helped people cut their taxes by as much as 50%, avoid taxes on social security income, avoid estate taxes and protect their assets. His clients include retired government employees, retired teachers, physicians and business executivesapproaching retirement.
Matt lives in the Lake St. Louis area with his wife Jeannie, and their three children Cecelia, Allison and Matthew Jr. Matt is the Vice-President of the O'Fallon-Tri County Chapter of BNI, he is on the Board of Directors for the Volunteers in Medicine Clinic in Lake St. Louis. He stays heavily involved in the community as a member of the Knights of Columbus, is an active parishioner at Assumption Church and runs the Renaud & Company Soccer Club. If you have been looking for straight-forward common sense advice and wondering who you can talk to, Matt Renaud is happy to meet with you.
Mary Beth is a life long resident of O’Fallon, MO. She has spent the last eleven years in the financial services industry with extensive experience in portfolio review, equity trading, and fixed income trading. Mary Beth specializes in account management for equity and fixed income accounts at TradePMR. Mary Beth is married and the mother of 5 children ages 26 through 10 and three grandchildren.
Linda is a life long resident of St. Charles, MO. She has spent the last 33 years in the financial service and banking industries. Linda has extensive experience in portfolio review, equity trading and fixed income trading. Linda specializes in account management for all insurance products offered by our firm including; annuities and life insurance. Linda is married and is the mother of 2 and the grandmother of 2.
Jeannie is a CPA, with her financial background in accounting. She is currently studying to obtain her insurance license. She works in the office part time to help with the overflow of paperwork and to work on special projects. She also works three days a week at All Saints Church in St. Peters, MO as their accountant. Jeannie is married and is the mother of three children, Cecelia, Allison and Matthew Jr.
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