All About Us

Here for You!

At Convergence Financial, we’re proud to serve families and businesses across Mid-Missouri, from Boonville to Columbia and nearby communities. We believe financial planning is about people, their goals, and the choices that shape their lives.

We take time to listen and understand what matters most to you. Whether you’re planning for retirement, saving for education, or organizing your finances, we provide guidance that fits your needs and your situation.

Our team focuses on building open, honest relationships. We aim to be approachable, helpful, and available whenever you have questions or want to explore your options.

At Convergence Financial, we’re here to provide clarity, support, and perspective — helping you make informed decisions for your life in Mid-Missouri.