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 is a Managing Member of Convergent Wealth Management. With more than 30 years of experience in finance and accounting, he is gratified to use that knowledge in helping clients through harvesting years in confidence.

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Jeannie is a Managing Member of Convergent Wealth Management with over 25 years professional experience, with  10 years specific to finance, she enjoys building and nurturing client relationships. 

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Stephanie joined our team as an Accounting Associate who has enjoyed working both in the public accounting arena as well as industry accounting for 14 years.  After receiving her degree in Accounting and Business Administration from 

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Denise Smith

Operations Associate



Denise Smith joined our team as Operations Associate in 2017. She has over 15 years of experience in the money management industry where she has held various support roles. Denise holds a B.A. in psychology from Maryville University....

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