At Convergent Wealth Management, we are a team of caring, dedicated, and experienced financial professionals. Each of us is committed to helping individuals, families, couples, and business owners work toward achieving their financial dreams.

Meet your financial advocates:

John Stobbs is a Managing Member of Convergent Wealth Management. With more than three decades of experience in the industry, he is gratified to use that knowledge in helping clients through harvesting years in confidence.

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As a business professional for more than 20 years and Managing Member of Convergent Wealth Management, Jeannie enjoys building and nurturing client relationships. 

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As an accounting professional, Stephanie has enjoyed working both in the public accounting arena as well as industry accounting. After receiving her degree in Accounting and Business Administration from University of Missouri - St...

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Trista Buerk

Operations Specialist



Trista is the first smiling face you see when you enter our office. She enjoys serving clients and assists with the activities that facilitate their accounts. She helps clients navigate through their personal financial website and...

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