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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
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
We Can Do It All. Get In Touch For a Free Consultation
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.
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
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,
Meet The Team
Travis E Cook
Founder - Financial Advisor
Laura A Dunafon
Director of Investments
Get In Touch
200 E Southampton Dr, Ste 102
Columbia, MO 65203