Director, Information and Technology
As the Director of Information and Technology, Renee works to ensure that Navitas Wealth Advisors operates as a well-oiled machine. She wears all hats around software and systems, and she enjoys finding efficiencies by leveraging technology to support operations for the firm, which allows for better outcomes for the clients we serve.
Although she was born in Baltimore, Maryland, Renee spent the majority of her childhood growing up in the Richmond, Virginia area. Renee studied at Old Dominion University in Norfolk, Virginia and was actively involved in writing and editing for the sports section of the ODU Monarch, the university’s newsletter. This was a natural fit, as she studied English with an emphasis on journalism, and actively played basketball throughout high school.
Following college, she was offered a coveted role with a national grocery distributor that reported directly to the Vice President of Sales. Renee credits this role for allowing her to gain hands-on systems experience and become Microsoft Office certified. With this acquired knowledge, Renee was able to create standardized processes around data manipulation that was required for building and generating reports for the entire company.
After her six-year tenure with the national grocery distributor, Renee moved to Austin, Texas to support her husband’s growing career. She quickly landed a role with a local mortgage lender who also dabbled in several other venture capital startups. Supporting the mortgage division, Renee spent eight years with the company. In this role, where she again reported to the Vice President of Sales, she was able to leverage her analysis and SQL coding skills to develop a system around document intake, sales pipeline, and the operational processes around selling a book of business.
Renee’s next career milestone landed her in the Jackson, Mississippi area and in 2007, she joined KTB Wealth Partners, a fee-based financial planning and money management firm established in 1997. Renee managed all business operations, sales pipeline management, and system implementation to support the partners of the firm, while also working in a client-facing role to facilitate on-boarding and servicing of new and current clients. As of October 1, 2019, KTB Wealth Partners merged with Navitas Wealth Advisors and Renee joined the Navitas Wealth Advisors team as Director of Information and Technology.
Outside of the office, you will find Renee spending time with her family, enjoying a juicy fiction or 19th century periodic book, crafting her own written fiction, or indulging in anything Disney related. She has been with her husband since college and together they have two smart and active daughters, both who are incredibly passionate about sports.
Securities offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC.