Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s the best approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

John Graves, ChFC, CLU

805.652.6948

805.652.6930

John.Graves@Rengroupllc.com

John has been a financial advisor for 26 years. He is a Cambridge Investment Research Registered Principal and one of the two owners of The Renaissance Group, LLC. John is a Chartered Life Underwriter and Chartered Financial Consultant...

Sean Patrick

805.652.6939

Sean.Patrick@Rengroupllc.com

Sean is one of the two owners of The Renaissance Group, LLC. After graduating from the University of California, Santa Barbara, Sean went to work as a financial advisor in 1993. As a founding member of The Renaissance Group, Sean has...

Chris McDonald, CPA, QPA, CPC

707.227.7619

Chris.McDonald@RenGroupLLC.com

Chris McDonald is a highly accomplished and experienced professional with over 25 years of expertise in providing Investment, Finance, and Accounting Services to a diverse range of clients, including Corporations, Small Businesses, and...

J.D. Miller

707.642.8987

JD.Miller@Rengroupllc.com

J.D. Miller is a Certified Public Accountant (CPA) with an MBA in Tax. He was one of the first 300 CPAs to be recognized as a PFS, Personal Financial Specialist, and he was a banker for ten years. J.D. is happily married with four...

Alexandra Patrick

8056526942

Ali.Patrick@RenGroupLLC.com

Ali has been part of The Renaissance Group since 2024 and serves as the AdministrativeAssistant in the Ventura office, while providing support to the Napa and Vallejo offices aswell. She works closely with the advisory teams to support...

Alice Carey

707-642-8987

Alice.Carey@RenGroupLLC.com

Alice has worked in the financial planning industry for over 20 years. She enjoys supportingboth the financial planning professionals and the clients as they implement their financialplans. She is a life-long California resident. She...