Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a skill for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Lisi Reneau Chilkuri
Wealth Manager
Office Location: Heritage Tower in downtown Columbus Lisi is a Registered Representative at Reneau Wealth Advisors. She passed the Securities Industry Essentials (SIE) exam in 2022, obtained her Series 7 registration in 2023, and...
David Reneau
Assistant
Allison Bank
Administrative Assistant
Office Location: Heritage Tower in Midtown Columbus Allison, often known as Alli, is the niece of David Reneau and cousin of Lisi Chilkuri. She has ten years of professional experience-- in the financial world, as well as in the events...