Convergence FInancial

Investing. Planning. Service.

 

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Convergence Financial

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.

Charge Forward

Financial Road-maps Built Exactly To Your Needs

Meet us for a no obligation new client consultation and work with our team of experienced professionals to see if we can help you.

  • Set/Meet Financial Goals
  • Create a Financial Plan
  • Manage Investments
  • Establish a Retirement or Estate Plan

Our Specialties

We Can Do It All. Get In Touch For a Free Consultation

Retirement Planning

Financial Planning

Estate planning

Investment Management

Insurance

Annuities

Services

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.

 

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.

Investing

We believe in providing independent investment advice that is based on merit, not affiliation.

Planning

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.

Service

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

Welcome to Convergence Financial. We hope the information you find here gives you a little insight into who we are and what we are about. Our firm was founded on 3 main principles: Investing, Planning, Service. These core beliefs guide our thinking, the way we conduct our business and are truly cornerstones of our practice. It is my belief that we have built a talented team of individuals dedicated to assisting our clients create and live out their financial goals.

We would love to hear from you about your financial goals and dreams.

To your success,
Travis

OUR TEAM

Meet The Team

Travis E Cook

Travis E Cook

Founder - Financial Advisor

Laura A Dunafon

Laura A Dunafon

Operations Manager

John Stansfield

John Stansfield

Director of Investments

Kyle Elliott

Kyle Elliott

Financial Advisor

Get In Touch

200 E Southampton Dr, Ste 102

Columbia, MO 65203

573.818.2264

Fax: 573-826-4488

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