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Renee Thompson, MBA

Renee Thompson, MBA

Office Manager

As the Office Manager at Congruent Wealth, I am responsible for coordinating marketing efforts, including graphic design, and handling various office needs as they arise. With a focus on communication and client service, along with strong problem-solving and analytics skills, I strive to ensure that everything runs smoothly for our entire team.

Prior to helping launch Congruent Wealth, I dedicated 14 years of my life as a stay-at-home mom. Before that, I served as a Regional Marketing Manager for Regency Centers, a prominent commercial real estate company. In 2001, I obtained a Bachelor of Business Administration in Marketing and a Master's in Business Administration in 2007 from the University of North Florida. 

What truly motivates me is upholding the core values and goals of Congruent Wealth. I am driven by a desire to consistently deliver excellence and provide exceptional service to our clients and team members. Each day, I find joy in learning about the financial services industry and discovering ways to utilize my talents to contribute to its success.

Born and raised in the beautiful city of Jacksonville, Florida, I am proud to call it my home. I currently reside here with my husband, John, who is my biggest supporter. Together, we have three amazing children – Foster, Lucienne, and Josephine – who bring immense joy to our lives. Our family is completed by our two lovable dogs, Teddy and Buddy. In my free time, I indulge in various activities that bring me happiness and fulfillment, such as yoga, traveling, graphic design, exercise, and tennis.