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Bringing Investing, Personalized Financial Planning and Consistent Service Together.
Travis founded Convergence Financial in 2016 with three priorities – Investing. Planning. Service
He and the Team of Convergence Financial’s mission is to provide independent investment advice and comprehensive financial planning to our clients and deliver this to them with consistent and personalized service.
Financial Road-maps Built Exactly To Your Needs
- Set/Meet Financial Goals
- Create a Financial Plan
- Manage Investments
- Establish a Retirement or Estate Plan
Our SpecialtiesWe Can Do It All. Get In Touch For a Free Consultation
Meet Convergence Financial
The name of the firm was created as a way to convey the convergence of these three priorities – Investing. Planning. Service. This is what you can expect from us.
We believe in providing independent investment advice that is based on merit, not affiliation.
We believe that financial planning is the foundation of every client relationship. This process allow us to develop a partnership with our clients to help guide them towards their financial goals.
We believe in setting service expectation and then striving to meet or exceed those expectations. Routine calls and periodic account review meeting are our norm.
From Our Founder
Travis E Cook
We would love to hear from you about your financial goals and dreams.
To your success,
Meet The Team
Travis E Cook
Founder - Financial Advisor
Laura A Dunafon
Director of Investments
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Columbia, MO 65203