Meet Convergence Financial

Our Mission is to provide independent investment advice and comprehensive financial planning to our clients and deliver this to them with consistent and personalized service.

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Meet Travis

Kay Garland

Lead Designer

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Travis E. Cook, CDFA™, CMFC®

Financial Advisor

Travis is a graduate of the University of Missouri where he obtained his bachelor’s degree in Finance in 2006. Prior to graduation, he joined an affiliated BD. Over the course of 10 years, he held numerous management roles with the firm. In 2016, Travis decided to join LPL Financial, when he founded Convergence Financial. His decision to pursue this change was driven by the desire to offer clients independent investment advice, while still holding true to the financial planning values that have always been the foundation of his work. In order to continue to grow in education, Travis obtained his Chartered Mutual Fund Counselor designation – CMFC® - in 2013 and his Certified Divorce Financial Analyst designation – CDFA™ - in 2015. In his free time, Travis enjoys spending time with his wife, Melissa, and their two energetic boys, Nolan and Colin, and the occasional Mizzou sporting event.

Diana Pertersen

Lead Developer

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