Renee joined HeimLantz in 2016 as an intern; she was promoted to staff accountant in 2017. Her responsibilities include tax preparation work for both individuals and companies, as well as basic audit testing.
Accounting is not Renee’s first profession—prior to joining HeimLantz she spent 19 years working in information technology for Verizon. As a Process Engineer employing Lean Six Sigma Black Belt, she discovered that certain processes had built-in inefficiencies; however, when she made efforts to streamline the processes from an efficiency perspective, she ran into “roadblocks” from the accounting department. The time that she spent grappling with these issues exposed her to the perspective of an accountant and, after some reflection, she decided to make a career change. Renee returned to school in 2014 in order to complete the education requirements necessary to allow her to sit for the CPA exam. By November of 2016 she had passed all four exams and in the course of her search for new job opportunities, she discovered HeimLantz!
Renee holds a Bachelor of Arts in Economics from the University of Colorado, Boulder, received in 1987. In 1999 she graduated from the University of Maryland’s University College with a Master of Science in Telecommunications Management. Most recently, Renee received a Certificate of Financial Planning from Anne Arundel Community College in 2016. As previously mentioned, she is a CPA Candidate, having passed all four exams, and is currently in the process of completing the designation’s experience requirement. Renee is a member of the American Institute of Certified Public Accountants (AICPA).
Renee grew up on Maryland’s Eastern Shore, in Salisbury. She currently resides in Crofton, Maryland with her husband, Dave. She enjoys Crofton for its walkability and community. In her free time, Renee likes to bike, hike, ski, and scuba dive—and she is also learning how to play golf!