Columbia, MO Office

Travis Cook is a CFP® professional with 19 years of experience in financial advising. He has worked at Convergence Financial since 2019 and previously held roles at LPL Financial and Good Life Advisors. In addition to his advisory work, he is the founder of Convergence Accounting, a firm specializing in tax preparation and accounting services. Convergence Financial provides investment advisory and comprehensive financial planning to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis to tailor portfolios and offers a range of services including retirement plan consulting and access to third-party asset managers.

Joshua Evans is a financial advisor at Convergence Financial with five years of industry experience. He holds a Series 66 designation and has previously worked with LPL Financial and Waddell & Reed. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis to create tailored portfolios, offering both discretionary and non-discretionary asset management alongside retirement plan consulting and access to third-party asset managers.

Adam Parrie is a financial advisor at Convergence Financial with 11 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed, LPL Financial, Prospera Financial Services, and Rice Voelker LLC. He also serves as an Independent Non Public Arbitrator for FINRA. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, and various entities. The firm uses strategic asset allocation and fundamental analysis to create tailored portfolios, offers retirement plan fiduciary services, and manages over $900 million in client assets across multiple offices.

Hunter Rice is a financial advisor at Convergence Financial with a Series 66 designation and two years of industry experience. He previously worked at LPL Financial and Good Life Advisors, LLC. Hunter provides administrative support to Good Life Advisors LLC, an independent investment advisor firm. Convergence Financial offers investment advisory and financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis to create tailored portfolios, and it manages over $900 million in client assets across multiple offices and a team of 27 advisors.

Philip Mc Gregor Jr. is a CFP® professional with 19 years of industry experience. He is currently affiliated with Convergence Financial in Columbia, MO, and has previously worked with Edward Jones and LPL Financial. Outside of his advisory role, he is a co-owner of 3 Peaks Custard, a small business in Tennessee. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis to create tailored portfolios, and it manages nearly $904 million in client assets through a team-based, multi-office model.

Joseph Boyd is a financial advisor with Convergence Financial in Columbia, MO, holding a Series 66 credential and nine years of industry experience. His prior work includes eight years at Edward Jones and nine years with Public Water Supply District #3. Boyd also provides investment advisory services through Legacy Group Financial Advisors, affiliated with LPL Financial. Convergence Financial offers investment advisory and comprehensive financial planning to individuals, families, and business entities. The firm employs a strategy focused on strategic asset allocation and fundamental analysis, providing tailored portfolios along with retirement plan fiduciary services and access to third-party managers.

Marc Neighbor is a financial advisor at Convergence Financial with five years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Sysco Foods. Neighbor is associated with a non-investment related business entity, Neighbors and Friends Holdings LLC, based in Overland Park, KS. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm combines strategic asset allocation and fundamental analysis to create tailored portfolios and offers retirement plan fiduciary services and access to third-party asset managers.

Phillip Bacon is a financial advisor at Convergence Financial in Columbia, MO, with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Mass Mutual, Veterans United Home Loans, and LPL Financial. Phillip is also involved in an independent role providing investment advisory services through Convergence Financial LLC. Convergence Financial offers investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis to create tailored portfolios, providing ongoing monitoring and a range of managed portfolio options, including retirement plan fiduciary services and cryptocurrency custody recommendations.

Tyler Hoffmann is a financial advisor at Convergence Financial with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, TD Ameritrade, and Scottrade. Hoffmann provides investment advisory services through Convergence Financial, an independent registered investment advisor. Convergence Financial offers investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and fundamental analysis to build tailored portfolios, providing discretionary and non-discretionary asset management along with retirement plan consulting and access to third-party asset managers.

John Briscoe II is a financial advisor with Convergence Financial, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Convergence Financial since 2019 and previously spent 11 years at Smith Moore & Co. Outside of his advisory role, he is an owner of Briscoe & Briscoe, a business unrelated to investment services. Convergence Financial serves individuals, families, and various entities by providing investment advisory and comprehensive financial planning services. The firm focuses on strategic asset allocation and fundamental analysis to create tailored portfolios, offering both discretionary and non-discretionary management along with retirement plan consulting and access to third-party managers.

Stacey Wescoat is a financial advisor with Convergence Financial in Columbia, MO, holding a Series 66 designation and 13 years of industry experience. She previously worked at Edward Jones for 10 years and spent time at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis to build tailored portfolios, offers fiduciary retirement plan services, and manages assets across multiple offices serving a broad client base.

Austin Harrison is a financial advisor with Convergence Financial in Columbia, MO, holding a Series 65 designation and bringing nine years of industry experience. He previously worked at Mader & Shannon Wealth Management for over a decade before joining Convergence Financial. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and fundamental analysis to build tailored portfolios, offering a range of services including retirement plan consulting and access to third-party asset managers, supported by a team of 24 advisors across multiple offices.

Brian Atchley is a financial advisor at Convergence Financial in Columbia, MO, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Convergence Financial since 2025. Prior to that, he has held advisory and accounting roles at Tri-Lakes Accounting, Tri Lakes Financial Services, and Golden Rule Insurance for over two decades. Outside of his advisory work, Atchley serves as a trustee for the Elks Lodge Scholarship Fund and co-trustee for the Scholarship Fund of the Community Foundation of the Ozarks. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis, offering discretionary and non-discretionary management, retirement plan consulting, and access to third-party asset managers, while operating across multiple offices and managing nearly $904 million in client assets.

Joseph Watz is a financial advisor at Convergence Financial in Columbia, MO, with 24 years of industry experience and holds Series 63, 65, and 66 licenses. His prior experience includes roles at LPL Financial, BMO Investment Advisors, and Nationwide Investment Services Corporation. Outside of advising, he is involved as a business owner of Lake Wauwanoka Inc. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis to create tailored portfolios, offering both discretionary and non-discretionary management along with retirement plan consulting and fiduciary services.

Mark Brooks is a financial advisor at Convergence Financial in Columbia, MO, holding a Series 65 designation with one year of industry experience. Prior to joining Convergence Financial, he worked for Permanent Equity for five years and spent 14 years at The Motley Fool. Brooks also owns Unleash Consulting, LLC, where he provides business and management consulting and coaching. Convergence Financial offers investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis to create tailored portfolios, providing ongoing monitoring and formal annual reviews.