What is Convergence Financial?Travis founded Convergence Financial in 2016 with three priorities. Investing. Planning. Service. - Investing – Travis believes in providing independent investment advice that is based on merit, not affiliation. After spending nearly 10 years with an affiliated Broker/Dealer, he understands the value and importance of independent advice.- Planning – Travis believes that financial planning is the foundation of every client relationship. This process… Show more What is Convergence Financial?Travis founded Convergence Financial in 2016 with three priorities. Investing. Planning. Service. - Investing – Travis believes in providing independent investment advice that is based on merit, not affiliation. After spending nearly 10 years with an affiliated Broker/Dealer, he understands the value and importance of independent advice.- Planning – Travis believes that financial planning is the foundation of every client relationship. This process allows him to develop a partnership with his clients to help guide them toward their financial goals, whether that is financial independence during retirement or funding their children’s education goals.- Service – Travis believes in setting service expectations and then meeting or exceeding those expectations. He is constantly amazed when hearing from new clients that they never heard from their former Financial Advisor. In his opinion, routine calls and periodic account review meetings are the norm.The name of the firm was created as a way to convey the convergence of these three priorities – Investing. Planning. Service. This is what you can expect from us. Show less

Convergence Accounting provides a wide-variety of Accounting services.Accounting. For the big picture.

Convergence Insurance is an independent agency dedicated to providing customized risk management solutions for our clients.

My goal is to develop a financial plan tailored specifically to your needs as part of Waddell & Reed, a company that has helped people just like you get where they want to go for more than 75 years.