Portrait of Renee Hennessee

Renee Hennessee

Partner and Chief Technology Officer

Based in Santa Barbara, Renee leads Mission Wealth’s technology strategy and advances firm-wide initiatives focused on scaling, innovation and operational improvement. She brings together people, processes and technology to strengthen how teams work and to prepare the firm for continued growth.

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings
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How Renee Sets Mission Wealth Apart

  • Connects technology strategy with operational and business priorities
  • Builds scalable capabilities that support the firm’s continued growth
  • Leads cross-functional initiatives that turn complex needs into practical solutions
  • Modernizes the firm with the human experience in mind

What Renee is Proud to Help Build

  • A more connected and scalable technology ecosystem
  • Practical automation and stronger processes that reduce friction
  • Greater clarity, consistency, and collaboration across teams
  • Tools and capabilities that help employees work more effectively

Renee Hennessee, the Chief Technology Officer at Mission Wealth, is responsible for driving the firm’s integration, automation, training, and operational initiatives. As a Partner and member of the Leadership Group, Renee is committed to advancing our client services and internal operations by leveraging cutting-edge technology solutions and modernizing processes to prepare us for the future. Her collaborative approach involves working closely with all departments to develop and implement strategic plans that align with our overall vision. Whether she is or spearheading cross-functional projects, Renee’s expertise and leadership are essential to our continued success.

I’m really inspired by our caring commitment to guiding others through life transitions. When the people we serve are facing uncertainty or anxiety about what's next, we provide them with the tools and resources they need for peace of mind.

—Renee Hennessee, Partner and Chief Technology Officer

Professional Background

Renee Hennessee started at Mission Wealth from 1999-2001, acting as Client Coordinator and Office Administrator. She had to move away, and over the ensuing years, gained experience as a journalist, property manager, energy efficiency analyst and mom. Renee moved back to Santa Barbara in 2014 and returned to Mission Wealth. She now leads our technology department and is instrumental in our growth.

Renee has a Bachelor of Arts in Portuguese Literature from the University of California, Santa Barbara (UCSB).

Personal Pursuits

Renee Hennessee enjoys gardening, making music, going to live music, and spending time with her family at the beautiful Santa Barbara beaches. Renee is a trivia and crossword nerd, and a news junkie (she even still gets the paper!)

Community Impact

Renee earned her UCCE Master Gardener certification, and she enjoys encouraging horticultural knowledge in the community. She supports CALM in Santa Barbara, and is past chair of the community relations work group. She also makes Kiva micro-loans worldwide to small-business owners, especially farmers, vegetable sellers and business women.

Awards

  • Top 50 Women in Business for Business and Finance

    The Pacific Coast Business Times

*for award disclosures and methodology, visit awards & rankings

Media & Speaking Engagements

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Awards

  • Top 50 Women in Business for Business and Finance

    The Pacific Coast Business Times

*for award disclosures and methodology, visit awards & rankings

Media & Speaking Engagements

Renee Hennessee, a professional at Mission Wealth, smiles confidently in a stylish, tailored outfit against a neutral background.
Kyle Buffo, smiling and dressed in a blazer, represents professionalism and expertise at Mission Wealth.

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Our team.
Meet the experts in your corner.

Meet the full team

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

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Renee Hennessee, a professional at Mission Wealth, smiles confidently in a stylish, tailored outfit against a neutral background.
Kyle Buffo, smiling and dressed in a blazer, represents professionalism and expertise at Mission Wealth.

Request an introduction
to Renee Hennessee.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Renee and Mission Wealth may be the right fit to support your life and financial goals.