CORNERSTONE INVESTMENT MANAGEMENT - Key Persons
Renee Underwood established Cornerstone Investment Management in 2010. She previously served as Program Manager for the Investment Division of a local bank, with managed assets in excess of $200 million. In 2010, she decided to return to working exclusively with individual clients.
Renee earned a Bachelor's Degree in English with a Business Minor from Presbyterian College. With more than 30 years' combined experience in banking and investments, she takes a holistic approach with her clients, helping them understand the process of evaluating their needs before making individualized investment recommendations. Once a plan is implemented, she maintains an ongoing relationship with the client in order to know when life changes dictate necessary adjustments in their investment portfolio.
Renee grew up in Clinton, SC, and has lived in Laurens County her entire life. She currently live in Laurens and has two grown children, Jamie and Christopher. Renee is an active member of First Baptist Church in Laurens and has been involved in numerous local organizations over the years. She loves to read, cook and travel, and is an avid fan of college football and professional baseball.
Job Titles:
- Partner / LPL Financial Advisor
Robi Owens joined Cornerstone Investment Management in 2012. He previously worked as a Financial Advisor for a national brokerage firm, but decided that a local independent investment firm would allow him to focus on building relationships based on the small town values that are missing in today's business world.
Robi earned a Bachelor's Degree in Mechanical Engineering from Clemson University, and he feels that his background in project management and accident investigation provide him with a unique outlook on problem solving and plan implementation. Establishing an initial plan is only a starting point. The key to a successful plan is the ongoing relationship between the advisor and client. Only through a continuous evaluation process with regular meetings, can we ensure that the plan is able to evolve with changes in the life/needs of the client.
Robi grew up in Murrells Inlet, SC and now resides in Simpsonville with his wife, Mary and their three young children: Isaac, Elizabeth, and James. He is an active member of Reedy Fork Baptist Church, and enjoys any opportunity to get outside and partake in hobbies of Pistol Competition, Kayaking, Golf and Sporting Clays.