Your Advisor James Simon, CPA, CFP® President, Wealth Advisor James is the Founder and President of Renew Wealth Management, located in the Washington, DC metro area. He has an extensive background in comprehensive wealth management with...

Cory W. Johnson, CPA, CGFM Tax Planning and Compliance Advisor Cory was born and raised in Baltimore, MD and attended Temple University in Philadelphia, PA. Prior to graduation, he began calculating and filing individual tax returns for family and...

John W. Heck, JD Estate, Philanthropy and Trust Advisor John W. Heck became a personal family lawyer because he has seen the consequences of failed estate planning in his immediate family. Through the long and difficult probate process, he...

Manpreet Singh, MBA, CFA Private Equity, Venture Capital and Real Estate Advisor Manpreet is the Chief Investment Officer of Singh Capital Partners. He began his entrepreneurial career in high school with Desi Vibes, a social networking...

Sandra Gonzalez Luna Director of Client Service Sandra ensures seamless communication and streamlined operations for our clients. With extensive experience in client concierge services and logistics, she specializes in optimizing processes,...

Andrew Young, MBA, CPA, CGMA Business and Estate Tax Compliance Advisor Andrew Young, MBA, CPA, CGMA, has served as the Renner and Company CPA Managing Shareholder since October 2022, drawing on extensive experience from national and regional...

Amy Lebeck Paraplanner Amy is a dedicated Paraplanner with over seven years of experience delivering comprehensive financial strategies that help clients confidently pursue their biggest life goals from retirement, tax, cash flow, estate, and...

Joi Ferrell Director of Operations and Marketing Joi is a Marketing Director with a distinctive background that bridges the gap between high-level business operations and modern digital strategy. After earning her BBA in 2007, Joi spent over a...

Marissa “Mari” Ayag Client Support & Administrative Specialist Mari is the steady hand behind the daily work at Renew Wealth Management: the person who makes sure calls get scheduled, follow up happens on time, and no client inquiry sits...

Jennifer Satterthwaite MEDICARE ADVISOR Jennifer is the guide clients turn to for one of retirement's most consequential and confusing decisions: Medicare. As Renew Wealth Management's Medicare Advisor, she helps clients cut through the noise of...