Professionals

Combining backgrounds in financial management, economics, computer science, and applied mathematics, Max and Janice Wrenn founded Wrenn Financial Strategies in 1988. Their innovative business model focused on integrating the financial planning and investment management processes to help clients create, grow, and preserve wealth.

Maxie Edward Wrenn, Jr. CFP®

Co-Founder, President

919-848-9999

919-848-0758

[email protected]

Max serves as the firm’s President, Chief Compliance Officer, and co-chairs its Investment Committee. He has been a practicing Certified Financial Planner™ since 1984. Max’s vast experience in financial management...
Read more

Janice Regi Wrenn

Co-Founder, Vice President

919-848-9999

919-848-0758

[email protected]

Janice is a co-founder, an officer, and a member of the firm’s board of directors. She earned the Certified Financial Planner™ designation in 1984. Janice is involved in many of the company’s daily operations. She...

Read more

Frances Hymiller, CFP®

Client Relationship Manager

919-848-9999

919-848-0758

[email protected]

Frances has worked for Wrenn Financial Strategies her entire career. She joined the firm in 1997 and became a Certified Financial Planner™ in 2000. Frances collaborates on financial plan development and implementation, co-chairs...

Read more