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Our Team

Our experienced professionals understand the dedication and hard work that goes into creating wealth, and we aim to alleviate the burden of managing your finances so that you can fully embrace a life of meaning and purpose.

John Thompson

John Thompson CIMA®, CPWA®

Private Wealth Advisor / Owner

Keenan Crosby, MBA

Keenan Crosby, MBA

Client Relationship Manager

Marisa Capps

Marisa Capps

Administrative Assistant

Sarah Harrison

Sarah Harrison

Executive Assistant

Business Support

As investment professionals, Congruent Wealth receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors. Learn more about NewEdge Advisors, our RIA Support Team.

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Will Brand, CRCP®

Will Brand, CRCP®

Chief Compliance Officer

Ryan Geschke

Ryan Geschke

Director of Investments

Erin Corbett

Erin Corbett

Managing Director, Operations

Jenny Kurz

Jenny Kurz

Marketing Coordinator

Lauren Lehman, CFA®, CFP®

Lauren Lehman, CFA®, CFP®

Head of Portfolio Management

Arianna Rodriguez, CIMA®

Arianna Rodriguez, CIMA®

Senior Portfolio Manager

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Other resources includes LPL Financial, New Edge Advisors, Charles Schwab and Fidelity; we follow a fiduciary standard offering decades of experience managing assets,  preserving wealth, and helping clients work towards their life goals.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.