Team
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:
As a Managing Member of Convergent Wealth Management with more than 30 years of experience in finance and accounting, John is gratified to use that knowledge in helping clients optimize their savings and lay a strategy of success...
As a Managing Member of Convergent Wealth Management, Jeannie draws on over 27 years of business and technical experience to serve clients. As a graduate of St Louis University and primary analyst, she emphasizes the foundation of a...
Susan has over 25 years of professional experience with 15 years in the transportation/logistics industry. She has learned that communication is vital to long standing customer relationships, and is gratified in seeing a client project...
Stephanie Czeschin
Accounting
Stephanie supports accounting functions of our team. She 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...
As an Analyst Associate with CWM, Jesse draws upon his experience as a former TDA Stockbroker serving accredited investors.