Convergence Financial Employee Directory

Convergence Financial corporate office is located in 3919 S Providence Rd, Columbia, Missouri, 65203, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

C-Suite

Operations

Sales

Marketing

Key Employees of Convergence Financial

Jason Vann
Chief Financial Officer
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Convergence Financial Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Convergence Financial

Hundreds of professionals searching for Convergence Financial have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

AH
Austin Harrison
Email Direct
Director, Investments
United States , Missouri , Columbia

MN
Marc Neighbor
Email Direct
Related To Search Terms In Your Query Wealth Advisor
United States , Missouri , Columbia

RB
Robert Braun
Email Direct
Founder & Financial Advisor
United States , Missouri , Columbia

CL
C. Lebold
Email Direct
Independent Advisor Representative
United States , Missouri , Columbia

Jason Vann
Email Direct
Chief Financial Officer
United States , Missouri , Columbia

TH
Tyler Hoffmann
Email Direct
Financial Advisor & President, Convergence Financial
United States , Missouri , Columbia

JW
Jay Watz
Email Direct
Director, Business Development
United States , Missouri , Columbia

MB
Mark Brooks
Email Direct
Director
United States , Missouri , Columbia

AA
Aidan Anderson
Email Direct
Manager, Operations
United States , Missouri , Columbia

GH
Gunnison Heine
Email Direct
Trading Services Associate
United States , Missouri , Columbia

BM
Bill McCrea
Email Direct
Financial Advisor
United States , Missouri , Columbia

MC
Melissa Cook
Email Direct
Co-Founder
United States , Missouri , Columbia

SK
Shelly Krueger
Email Direct
Partner, Certified Public Accountant
United States , Missouri , Columbia

PB
Phillip Bacon
Email Direct
Director, Operations, Accounting
United States , Missouri , Columbia

KE
Kyle Elliott
Email Direct
Financial Advisor
United States , Missouri , Columbia

CB
Cameron Byrd
Email Direct
Financial Advisor
United States , Missouri , Columbia

Former Employees at Convergence Financial

Explore people who held key positions, contributed to Convergence Financial's success, and advanced their careers.

Jaden Evans

Regional Wealth Manage... at American Century Inves...

Worked as Investment Advisor & Assistant

at Convergence Financial (2023-2024)

Direct

Mckenzie Ordway

Clinic NCOIC at Missouri National Guar...

Worked as Manager, Operations of Convergence Financial

at Convergence Financial (2018-2021)

Direct

Jacob Walters

Financial Advisor at Cary Street Partners

Worked as Financial Advisor

at Convergence Financial (2023-2024)

Direct

Mask Content

Loan Officer NMLS 2351... at Veterans United Home L...

Worked as Client Relationship Manager

at Convergence Financial (2021-2022)

Direct

Mask Content

Manager, Business Syst... at 10th St. Talent

Worked as Director, Operations

at Convergence Financial (2021-2022)

Direct

Mask Content

Wealth Advisor at Focus Partners

Worked as Vice President - Wealth Advisor

at Convergence Financial (2023-2025)

Direct

Explore More

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Frequently Asked Questions Regarding Convergence Financial Employees

How many employees does Convergence Financial have?

Convergence Financial has 1-10 employees

Who is the CFO of Convergence Financial?

Convergence Financial’s CFO is Jason Vann

Who are Convergence Financial key employees?

Some of Convergence Financial key employees are Jason Vann

Where is Convergence Financial located?

Convergence Financial’s headquarters are located at 3919 S Providence Rd, Columbia, Missouri, 65203, United States

How do I contact Convergence Financial?

Convergence Financial Contact Info: Phone number: (573) 818-2264 Website: www.convergence-co.com

What does Convergence Financial do?

Established in 2016. Retirement, Financial planning, Investment, Estate planning and insurance and annuities. Convergence Financial founded in 2016 with three priorities - Investing. Planning. Service. Travis believes in providing independent investment advice that is based on merit, not affiliation, after spending nearly 10 years with an affiliate... d Broker/Dealer.Read More

Is Convergence Financial a public company?

Convergence Financial is private company therefore does not currently have an official ticker symbol

See more information about Convergence Financial Employees