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Renee Hawkes

CPA

Director

    As a Director in Pathstone’s Bellevue, WA office, Renee is responsible for advising families on a variety of wealth management issues including investment management, income tax and estate planning, and education for the next generation.

    Renee’s warm delivery helps to ensure an personalized service experience and connection to the families she serves.   She holds herself to a high standard of care for client families, working closely with their external advisors to create a cohesive team approach. She devotes the time to understand their breadth of wealth planning needs as well as family dynamics, so she can deliver highly personalized service.  This understanding of her clients allows her to support them in making thoughtful decisions that align with their family values and customized wealth objectives.

    Prior to joining Pathstone, Renee was the Director of the Estate and Trust department of a local accounting firm, where she served high net worth families with complex estate, trust and income tax issues, and as a resource to client families firmwide.  In that role, she delivered personalized advice and solutions based on each client’s specific financial goals.

    Renee graduated from Gonzaga University’s School of Business earning a degree in Accounting. She is a Certified Public Accountant, and has passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam.  Renee is Chair of the Planned Giving Council at Fred Hutchinson Cancer Research Center and on the board of East King County Estate Planning Council.

    Renee enjoys raising her two busy daughters, and blended-family son, all teenagers.  In her little spare time, she is passionate about her charitable endeavors and finding joy on the lake or on the slopes.

    Group

    Client Service Team

    Investment Advisory

    Certification

    CPA

    Office

    Bellevue, WA

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    As a Director in Pathstone’s Bellevue, WA office, Renee is responsible for advising families on a variety of wealth management issues including investment management, income tax and estate planning, and education for the next generation.

    Renee’s warm delivery helps to ensure an personalized service experience and connection to the families she serves.   She holds herself to a high standard of care for client families, working closely with their external advisors to create a cohesive team approach. She devotes the time to understand their breadth of wealth planning needs as well as family dynamics, so she can deliver highly personalized service.  This understanding of her clients allows her to support them in making thoughtful decisions that align with their family values and customized wealth objectives.

    Prior to joining Pathstone, Renee was the Director of the Estate and Trust department of a local accounting firm, where she served high net worth families with complex estate, trust and income tax issues, and as a resource to client families firmwide.  In that role, she delivered personalized advice and solutions based on each client’s specific financial goals.

    Renee graduated from Gonzaga University’s School of Business earning a degree in Accounting. She is a Certified Public Accountant, and has passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam.  Renee is Chair of the Planned Giving Council at Fred Hutchinson Cancer Research Center and on the board of East King County Estate Planning Council.

    Renee enjoys raising her two busy daughters, and blended-family son, all teenagers.  In her little spare time, she is passionate about her charitable endeavors and finding joy on the lake or on the slopes.