Guiding Your
Financial Journey, Together
Proudly serving Boonville, Fayette, Columbia, and communities across Mid-Missouri and beyond.
Built on Trust. Focused on You.
At Convergence Financial, we believe every financial plan starts with understanding your story. Maybe you’re preparing for retirement, saving for college, or exploring new investment opportunities. Whatever your goals, our team is here to help you make confident choices for the road ahead.
We take pride in building real relationships — grounded in trust, open conversations, and a commitment to doing what’s best for you. We start by listening, then craft strategies that align with your values and vision for the future.
From retirement planning and wealth management to tax-efficient strategies, we bring experience and perspective designed to simplify complex decisions.
We invite you to explore the Services section of our website to learn more about how we can support your goals — and help you move forward with clarity and confidence.
Financial Services
Retirement Planning
Financial Planning
Investment Management
Estate Planning
How We Help
INVESTING
We believe in providing independent investment advice based on merit, not affiliation.
PLANNING
We believe in setting quality service expectations and strive to meet or exceed those expectations. Routine calls and periodic account review meetings are our norms.
SERVICE
We believe that financial planning is the foundation of every client relationship. This process allows us to develop a partnership with our clients to help guide them towards their financial goals.
Get your financial journey started today.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.