About Us

Meet The Congruity Team

The experienced team at Conguity lives by our core value that we exist to serve our clients well. With exceptional customer engagement experience across the entire team, you can be assured that you will have the finest program managers and strategists flawlessly designing and executing your customer engagement initiatives. We are passionate. We are committed. And we are 100% focused on delivering an extraordinary ROI.

Betsy Westhafer


Dena Leisure

Director, Operations

Jason Jones

Chief Growth Officer

Maegan Clark

Business Development Representative

Marge Murphy

Senior Strategist and Facilitator

Melissa Marks

Chief Experience Officer

Renee Citera

Senior Executive Consultant

Shawn D. Dan


Stacy Baker

Senior Program Manager

Tony Bodoh

Senior Strategist and Facilitator

Tricia Mills

Vice President, Client Success
Torch Award Winner Logo

Torch Award Logo

Better Business Bureau International Torch Award Winner

The Congruity Group is the proud recipient of two prestigious awards: the Regional Torch Award and the International Torch Awards for Ethics and Integrity. This local and international recognition demonstrates that our team of highly principled professionals is adhering to the core principles the company has set forth and are dedicated every day to doing what’s right for our customers and for each other.

Congruity Consultants

Jason Jones

Chief Growth Officer

Areas of Expertise: B2B SaaS, Growth Marketing, Sales, Partnerships, Customer Success

Career Highlights: For over 25 years I have helped grow companies through leading marketing, sales, partnerships and customer success. I have had the unique pleasure to have spent a decade working with companies based in New Zealand and the Uk enter into the US market. I’ve also had the unique experience of being employed by 8 companies and participated in 7 of their successful exits via mergers or acquisitions.   

Personal Interests: Spending time with my family, traveling, cooking, enjoying the great outdoors, watching a San Francisco Giants or Arsenal game or playing a round of golf!

Your Nearest and Dearest Charitable Causes: Amercian Cancer Society, local charities to support the unsheltered.

What I love about business: Having grown up playing sports, there’s a very unique feeling when you are playing on a winning team. Suddenly all the effort it takes to win seems easy and every pass, every shot seems to go your way. What I love about business is the opportunity to create a similar experience. Working with a team of incredible people with an outstanding product or service to solve real problems, create real value and drive meaningful change for the clients we serve.

Why Congruity? The first time I met Betsy Westhafer I knew instantly that she was the kind of person and entrepreneur that I want to help win. The team she has assembled is exceptional and the work that they do extraordinary. I had a chance to see firsthand with several clients the impact of well-run and strategic Customer Advisory Board and I was truly impressed. Since then, this team have just kept getting better and their clients have kept getting even better results. It’s an honor to be able to work with this world class organization.

Tricia Mills

Vice President, Client Success

Areas of Expertise: Project Management, Operations Leadership, Executive Leadership, Lean Process Improvement 

Career Highlights: Executive leadership in home-based services through the Pandemic and Post pandemic environment, Using relational leadership and coaching to develop managers and directors in accomplishing their aspirations. 

Personal Interests: Spending time with my husband and two children. We are sports fanatics and can find us watching a sporting event most any day of the week. Love to travel anywhere tropical. 

Your Nearest and Dearest Charitable Causes: MS Association, NAMI

What I love about business: Connecting people around a goal and seeing each person bring their strengths to the table. Helping businesses find solutions and navigate every changing industry. 

Why Congruity? I am inspired by the work that Betsy and the team is doing. I had to join! The culture at Congruity is like none I have seen before and was contagious. It is work that makes you excited to get up each morning and build new relationships each day. 

Maegan Clark

Business Development Representative

Areas of Expertise: Lead generation, setting appointments, administrative support, identifying opportunities to address challenges, engaging to help others achieve their goals

Career Highlights: Making sales appointments that result in strong opportunities.

Personal Interests: I enjoy spending time with my family, cooking, drinking coffee, and shopping.

Your Nearest and Dearest Charitable Causes: Hospice – My sister is a hospice nurse and I have relatives who have passed on to heaven that received incredible care!

What I love about business: A key aspect of my love for business is the endless possibilities it provides. Learning new skills and helping sales land new clients make my job fulfilling.

Why Congruity? It has always felt like a family to me since day one. The drive to grow and succeed motivates me every day to be the best I can be. Meeting new people is one of my favorite things to do.

Renee Citera

Senior Executive Consultant

Areas of Expertise: Executive Coaching, Management and Leadership, Strategic Sales and Account Management, Client Success and Engagement

Career Highlights: Starting my own consulting practice utilizing over 35 years of experience to help others grow in their roles and help their companies experience growth. Experiencing over 35 years in a variety of positions in sales, product, strategy, and General Management while creating a network of life-long friends and a library of life-long learnings.

Personal Interests: Family, golf, biking, walking, travel

Your Nearest and Dearest Charitable Causes: Higher Education and its impact on a person and the world. I am the interim Board Chair of the St. Ambrose University Board of Trustees.

What I love about business: Watching people learn and grow as people and professionals and how that growth can be seen in the strength of their business relationships, and how that strength emboldens all for continued success.

Why Congruity? Because what we do is help people learn through building strong customer relationships, which helps both the company, their clients, and individuals grow and experience an evolution of success.

Shawn D. Dan

Role: Integrator

Areas of Expertise: Operational support for companies that run on the Entrepreneurial Operating System (EOS)®. 

Career Highlights: For more than 50% of my career, I have been working directly for the founder of that company in an operational role; an Inaugural Member of EOS® Integrator Masterclass Forum.

Personal Interests: As a recent empty nester, I’m building a lakeside home and plan to use repurposed materials when possible. 

What I love about business? The feeling when I observe a team gain new perspectives from each other and then achieve results. Personally learning from other’s experiences.

Your Nearest and Dearest Charitable Causes: Ohio’s Hospice of Dayton

Why Congruity? It starts with Betsy, a strong and selfless leader. The other team members share the same core values and tremendous passion for client work. It is a very caring work environment.

Marge Murphy

Role: Senior Strategist and Facilitator

Areas of Expertise: Business automation, organizational growth, strategic account management, customer retention, employee engagement

Career Highlights: Working with organizations to align sales and marketing process, create a team culture to support business growth, mentor employees to find their strengths and skills

Personal Interests: Family, health and fitness, spending time in nature, traveling the United States via RV, hosting gatherings, baseball.

What I love about business? Helping others achieve success, seeing projects from start to finish, providing perspective.

Your Nearest and Dearest Charitable Causes: Dayton Food Bank, St. Vincent’s, inner city youth

Why Congruity? The conversations and sharing of ideas, clarity and focus, the energetic team environment, and the desire to make a difference.

Stacy Baker


Role: Senior Program Manager

Areas of Expertise: Event Planning, Marketing, Customer Success

Career Highlights: More than seven years’ experience managing donor and alumni relations programs to advance an institution’s mission. 

Personal Interests: Family and friends, foster care, volleyball, bowling, hidden gems, tropical destinations

Your Nearest and Dearest Charitable Causes: CHOICES, Inc. and Brigid’s Path

What I love about business: Using my skills to help clients connect with their customers and advance their mission.

Why Congruity? I was drawn to the positive, family-first work environment that Betsy’s created. It’s a bonus that I’m passionate about the work that we do, helping our clients advance their mission by engaging their customers in meaningful and actionable conversation.

Kerrie Hoffman

Role: Senior Consultant

Areas of Expertise: Business Transformation, Human Potential, Digital Business

Career Highlights: Co-Author of a #1 Best Seller (and International Best Seller) Brilliant Breakthroughs for the Small Business Owner Volume 3, CEO and Co-Founder of Get Digital Velocity, CEO of a FocalPoint Business Coaching Practice, 30+ years in Corporate America including several CIO roles.

Personal Interests: Family, Camping, Reading, and making jewelry components (someday these will be finished pieces).

What I love about business? I love working with companies to transition from their Legacy Pasts to their Digital Futures. It’s all about continuous transformation and igniting the human experience at work.

Why Congruity? We have exited the Industrial Age and entered The Next Age ™,and there is nothing more important than Extreme Customer Centricity. The Congruity Group is focused on their clients success in getting to know and service their customers to a very deep level which drives relevancy and growth.

Tony Bodoh

Role: Senior Strategist and Facilitator

Areas of Expertise: Customer experience strategy in service industries, especially hospitality, financial services, consulting, and training companies

Career Highlights: Tony Bodoh is an international speaker, three time best-selling author, consultant & coach to Fortune 1000 executives. He combines his expertise in human experience & business analytics to help companies create 5-star customer experiences that disrupt their competitors and earn them prestigious awards and rankings from J.D. Power, Temkin Group, ACSI, and TripAdvisor. In 2018 Tony was named one of the Top 16 Customer Service Movers and Shakers to Follow by the Miller Heiman Group. Beyond the boardroom, Tony provides highly-acclaimed mental performance training to Olympians, professional athletes, & the U.S. military.

Personal Interests: Personal development; reading/watching history, biographies, and sciences; and, cooking with my family.

What I love about business: I love the continuous challenge to innovate, disrupt, and transform. One must continuously seek to be his or her best self to be a leader in business. This challenge keeps life vibrant.

Why Congruity? The most successful disruptions and transformations happen in companies where the CEO and the C-suite are deeply engaged in the process. Congruity’s approach is exactly what is needed. In addition, it is rare to find a community of experts gathered in one organization like we have here at Congruity.

Dena Leisure

Role: Director, Operations

Areas of Expertise: Process Improvement, Sales Support, Marketing Management

Career Highlights: Nominee for The J. Willard Marriott Award of Excellence, Associate of the Year at the Kingsgate Marriott Conference Center, being promoted twice while I was on my honeymoon (I like to call it my super promotion!).

Personal Interests: Gardening, puzzles, showing my kids how beautiful this world of ours is, my two cats, and going on dates with my husband.

What I love about business? I have always enjoyed working with numbers and working in customer service. From scanning groceries as a teenager to working in the B2B sector, knowing my customers and clients succeed due in part to my efforts is truly rewarding work.

Your Nearest and Dearest Charitable Causes: International Rett Syndrome Foundation, SISCA, and mikeroweWORKS Foundation

Why Congruity? B2B companies have special relationships in that they are working together to help their end users. When B2B companies work hand in hand they can see spectacular growth. Congruity is such a great partner in fostering these relationships and I love being part of that growth and success.

Melissa Marks

Role: Chief Experience Officer

Areas of Expertise: Marketing, Customer Engagement, Client Delivery

Career Highlights: My first published magazine article. Growing a marketing and design team from the ground-up for my former employer. Launching Customer Advisory Boards and seeing the outcomes.

Personal Interests: Spending time with my husband and two kids. Iced coffee. Music and mindless reality TV shows. Organizing, design, reading, and game nights with friends.

What I love about business: Networking with new people and hearing their story. Everyone has a story!

Your Nearest and Dearest Charitable Causes: Pink Ribbon Girls – Dayton, St. Jude Children’s Research Hospital, NAMI (National Alliance on Mental Illness)

Why Congruity? Betsy has created so much more than a solid business model at Congruity. As CEO, she emphasizes family first and work-life balance. The offices are beautiful. The team is smart and knows how to have fun. Just to name a few reasons!

Betsy Westhafer

Role: CEO and Owner

Areas of Expertise: Customer Engagement, Entrepreneurship, Leadership

Career Highlights: Co-author of “The Rarest Advantage: How to Co-Create Strategic Value to Retain and Expand Your Key Customer Accounts” and a #1 Best Seller, “ProphetAbility, The Revealing Story of Why Companies Succeed, Fail, or Bounce Back.” Co-host of the podcast, “REALLY Know Your Customer.” Launched CongruityConnect – an AI-driven Digital Advisory Board platform.

Personal Interests: Family. Boating. Hiking. Being outside every chance I get. Oh, and family. (It truly deserves two mentions.)

What I love about business: I just love that business people have the power to grow world economies, create something from nothing, engage globally, and provide products and services that help people and companies thrive.

Why Congruity? My inspiration every morning is helping our clients grow. That is our mission here at Congruity, and it drives everything we do. As cliché as it may sound, our success is not only the success of our clients, but the success of our clients’ clients. As the leader of this organization, clients have my personal promise that we will always do everything we do with the goal of standing by their side to achieve their vision of outrageous success.