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
919-848-0758
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...
Janice Regi Wrenn
Co-Founder, Vice President
919-848-0758
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...
Frances Hymiller, CFP®
Senior Client Relationship Manager
919-848-0758
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...
Amy Boyd, CFP®
Client Relationship Manager
919-848-0758