Live Life
to the Fullest
Serving Overland Park, the KC metro, and beyond for all your financial needs.
Experience Our Difference
Whether you’re thinking about retirement, saving for your children’s education, or dreaming of a second home or new investments, Convergence Financial in Overland Park is here to walk alongside you on that journey.
We believe the best financial relationships are built on trust and open conversations. That’s why we take the time to listen, understand what’s important to you, and share guidance that fits your unique vision. Money decisions can feel complicated, but with a steady partner by your side, they can feel clearer and more manageable.
Our team brings experience in areas such as retirement planning, wealth management, and tax strategies, always with a focus on what matters most to you. Together, we can chart a financial path that reflects your goals and values.
We also invite you to explore the services tab on our website—created to support and encourage you as you plan for the future.
Financial Services
Retirement Planning
Financial Planning
Investment Management
Estate Planning
How We Help
INVESTING
We believe in providing independent investment advice based on merit, not affiliation.
PLANNING
We believe in setting quality service expectations and strive to meet or exceed those expectations. Routine calls and periodic account review meetings are our norms.
SERVICE
We believe that financial planning is the foundation of every client relationship. This process allows us to develop a partnership with our clients to help guide them towards their financial goals.
Get your financial journey started today.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.