About Us

Unlike traditional advisors, Homer provides a deeper level of service for his clients, going beyond investment management and traditional retirement planning to focus on advanced planning areas like wealth transfer, risk management, tax mitigation and philanthropy as well as personal development and family wealth planning. Homer’s goal is to be the trusted advisor for his clients, the guide they turn to when any major decision comes up, even those that are not financial in nature.

Homer’s financial experience spans many years in various roles. In his early years, he worked to coach, develop and train advisors, which grew to a branch management role in Honolulu where he led that office to become the firm’s #1 branch in the country. After shifting back into working with individual clients, he noticed there wasn’t a lot that traditional wealth management had to offer for business owners so he began to develop his long-term growth to exit service which is now at the center of his professional service model.

Homer is a graduate of Western Washington University with a Bachelor of Arts degree in Finance and a Minor in Economics. A passion for education and community involvement, Homer serves on the Board of Trustees and is a current Board President for his daughter’s independent school. Homer enjoys spending time with his wife and daughters – hiking during the summer, going to Seahawks games in the fall/winter and traveling to Hawaii, their favorite destination after living there for several years.

Homer has the unique ability of taking complex strategies and presenting them in a way that is remarkably intuitive and straightforward so clients can easily grasp the ideas. Working as a fiduciary and business consultant to his clients, it is his legal duty to put his clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process.

Unlike traditional advisors, Homer provides a deeper level of service for his clients, going beyond investment management and traditional retirement planning to focus on advanced planning areas like wealth transfer, risk management, tax mitigation and philanthropy as well as personal development and family wealth planning. Homer’s goal is to be the trusted advisor for his clients, the guide they turn to when any major decision comes up, even those that are not financial in nature.

Homer’s financial experience spans many years in various roles. In his early years, he worked to coach, develop and train advisors, which grew to a branch management role in Honolulu where he led that office to become the firm’s #1 branch in the country. After shifting back into working with individual clients, he noticed there wasn’t a lot that traditional wealth management had to offer for business owners so he began to develop his long-term growth to exit service which is now at the center of his professional service model.

Homer is a graduate of Western Washington University with a Bachelor of Arts degree in Finance and a Minor in Economics. A passion for education and community involvement, Homer serves on the Board of Trustees and is a current Board President for his daughter’s independent school. Homer enjoys spending time with his wife and daughters – hiking during the summer, going to Seahawks games in the fall/winter and traveling to Hawaii, their favorite destination after living there for several years.

Services include:

• Wealth management
• Estate planning
• Investment planning
• Tax reduction strategies
• Retirement planning
• Business continuity and exit planning

David graduated from Cabrini College and the American College with degrees in Organizational Management and a Bachelor of Arts. He is also a member of the Financial Planning Association (FPA) and is a CERTIFIED FINANCIAL PLANNER™ professional.

In Dave’s spare time he enjoys doing Martial Arts (Wushu and Tai Chi) with his family.

His client-centric approach allows for your goals, objectives and risk tolerance to be properly considered and implemented. Working as a fiduciary and business consultant, it is his legal and personal duty to put his clients’ needs first and act in their best interest while maintaining full transparency throughout the financial process.

Services include:

• Wealth management
• Estate planning
• Investment planning
• Tax reduction strategies
• Retirement planning
• Business continuity and exit planning

David graduated from Cabrini College and the American College with degrees in Organizational Management and a Bachelor of Arts. He is also a member of the Financial Planning Association (FPA) and is a CERTIFIED FINANCIAL PLANNER™ professional.

In Dave’s spare time he enjoys doing Martial Arts (Wushu and Tai Chi) with his family.

Areas of specialization include:

• Investment Management

• Cash Flow Management

• Estate Planning

• Business Owner Planning

• Retirement Planning

• Investment Allocation

• Insurance Consulting

• Family Office Services

Melissa graduated from the University of Washington with a bachelor’s degree in arts and science. Previously, Melissa worked in a management capacity to train, develop and manage advisors to help them reach their full potential in the financial planning arena.

When Melissa is not in the office, you can find her spending time with her husband, Chris, their dog, Maggie and her family. She has a strong commitment to fitness and enjoys traveling to her favorite destinations.

Retirement is a mindset, not an age, and it is the beginning of a new chapter. Melissa’s mission is to help her clients pursue their personal definition of their best lives financially. Her goal is to be flexible with her planning strategies, educational in her approach and dependable as a loyal advisor.

Whether you are a professional, executive, business owner or retiree, Melissa will listen to your investment goals by utilizing her client-centered discovery process, uncover any gaps in your current planning and execute a strategy that matches your objectives, risk tolerance and time horizon. Working as a fiduciary to her clients, it is her legal duty to put her clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process.

Areas of specialization include:

• Investment Management

• Cash Flow Management

• Estate Planning

• Business Owner Planning

• Retirement Planning

• Investment Allocation

• Insurance Consulting

• Family Office Services

Melissa graduated from the University of Washington with a bachelor’s degree in arts and science. Previously, Melissa worked in a management capacity to train, develop and manage advisors to help them reach their full potential in the financial planning arena.

When Melissa is not in the office, you can find her spending time with her husband, Chris, their dog, Maggie and her family. She has a strong commitment to fitness and enjoys traveling to her favorite destinations.

Harrison started his career as an executive compensation consultant, focusing on executive stock options, concentrated stock management and the coordination of executive benefits, shortly after earning a master’s degree at The Ohio State University Fisher College of Business. After joining Merrill Lynch Wealth Management as an intern, he had advanced to Vice President upon graduating at the top of his class in the highly competitive, professional management development program.

Before earning his master’s at The Ohio State University, Harrison grew up in Northern New Jersey, and received his bachelor’s degree from Duke University in just three years. He earned varsity letters while playing football and in track & field from Duke and excelled academically being named a member of the All-Atlantic Coast Conference Academic Honor Roll during those years. While at Ohio State University he earned a varsity letter in football and two Big Ten Championship rings.

With the biggest heart for humanitarian efforts, Harrison devotes time and resources as a volunteer to a number of charities specifically for individuals with special needs. Harrison is an active member of the Duke and Ohio State alumni clubs, and the Trusted Advisor Sports/Entertainment group.

Harrison is certified as a Certified Plan Fiduciary Advisor® and CPFA® designation through the National Association of Plan Advisors.

Outside of Harrison’s achievements, his pride and joy are his girls – his wife Ariel and daughters Addison & Lennox – and he cherishes the time and memories he gets to make with them. Harrison enjoys traveling, dancing, and sitting down with impactful autobiographies of influential people.

Through cultivating meaningful relationships with his clients, leveraging a team of specialists and the powerful network of professional partners behind him, Harrison can craft a highly customized set of services and plans striving to achieve any goal a client may set. He prides himself on delivering and executing his proposals with the utmost integrity and transparency while prioritizing that clients understand every step of the process no matter how they measure their knowledgeability of the finance industry. He specializes in an array of services including, but not limited, to investment management, ta-efficient strategies, wealth transfer, equity awards analysis, estate planning, philanthropy, crisis and risk management, retirement planning, and foreign resident investment services.

Harrison started his career as an executive compensation consultant, focusing on executive stock options, concentrated stock management and the coordination of executive benefits, shortly after earning a master’s degree at The Ohio State University Fisher College of Business. After joining Merrill Lynch Wealth Management as an intern, he had advanced to Vice President upon graduating at the top of his class in the highly competitive, professional management development program.

Before earning his master’s at The Ohio State University, Harrison grew up in Northern New Jersey, and received his bachelor’s degree from Duke University in just three years. He earned varsity letters while playing football and in track & field from Duke and excelled academically being named a member of the All-Atlantic Coast Conference Academic Honor Roll during those years. While at Ohio State University he earned a varsity letter in football and two Big Ten Championship rings.

With the biggest heart for humanitarian efforts, Harrison devotes time and resources as a volunteer to a number of charities specifically for individuals with special needs. Harrison is an active member of the Duke and Ohio State alumni clubs, and the Trusted Advisor Sports/Entertainment group.

Harrison is certified as a Certified Plan Fiduciary Advisor® and CPFA® designation through the National Association of Plan Advisors.

Outside of Harrison’s achievements, his pride and joy are his girls – his wife Ariel and daughters Addison & Lennox – and he cherishes the time and memories he gets to make with them. Harrison enjoys traveling, dancing, and sitting down with impactful autobiographies of influential people.

Harrison enjoys traveling, dancing, and sitting down with impactful autobiographies of influential people.

As a fiduciary to his clients, it is Eric’s legal duty to put his clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process. Services include:

• Investment Management
• Retirement Planning
• Estate Planning
• Family Office Services
• Cash Flow Management
• Business Owner Planning
• Individual 401(k)/Employer Stock Options
• Employee Benefits

Eric earned a B.S. in physics from California Lutheran University. When he is not in the office, he enjoys photography, reading, volunteering, horseback riding, woodworking, running, mountain biking and golfing.

Eric’s mission is simple: To have a meaningful impact on his clients’ financial lives by giving them confidence that someone trustworthy is in their corner at every stage of life.

Eric uses a combination of experience, technology, and a disciplined, process-driven approach to remove uncertainty from his clients’ financial lives. With a deep commitment to service and support, he uses critical listening and problem-solving skills to understand his clients, obtaining a clear understanding of their “why”, their goals and their vision for personal success.

Whether you are transitioning to the next step in your career and need to consolidate your retirement assets, or an executive looking to analyze stock options and exit strategies as you consider selling your business, Eric will develop a roadmap to help you pursue your long-term financial goals and solve for even your most complex financial challenges.

As a fiduciary to his clients, it is Eric’s legal duty to put his clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process. Services include:

• Investment Management
• Retirement Planning
• Estate Planning
• Family Office Services
• Cash Flow Management
• Business Owner Planning
• Individual 401(k)/Employer Stock Options
• Employee Benefits

Eric earned a B.S. in physics from California Lutheran University. When he is not in the office, he enjoys photography, reading, volunteering, horseback riding, woodworking, running, mountain biking and golfing.

Guy graduated from Louisiana State University in Baton Rouge with a Bachelor of Science degree. While at LSU, Guy was a 3-year Varsity letterman as a member of the men’s swimming team and was inducted into his high school Athletic Hall of Fame in Plano, TX.

As a proud father, he enjoys spending time with is wife Mari, his son, Guy IV, and his daughter Denali. His competitive spirit has helped his children excel in sports such as basketball, football, and gymnastics. In addition to traveling for his kids sporting events and practices, you’ll find Guy out fishing with friends any chance he can get on the water.

At Konvergent Wealth Partners, Guy’s focus is on providing employers with new tools and creative ideas around retirement planning to help differentiate them from competitors, attract and retain talent, reduce costs, streamline administrative duties, and build a culture that empowers employees to take charge of their retirement goals and outcomes. In addition to specializing in traditional 401k plans, he consults on business succession planning, non-qualified deferred compensation, ESOP’s, 403b’s, and defined benefit plans. He leverages his two decades of knowledge in the retirement plan industry to provide valuable insight while creating unique strategies for success.

Guy graduated from Louisiana State University in Baton Rouge with a Bachelor of Science degree. While at LSU, Guy was a 3-year Varsity letterman as a member of the men’s swimming team and was inducted into his high school Athletic Hall of Fame in Plano, TX.

As a proud father, he enjoys spending time with is wife Mari, his son, Guy IV, and his daughter Denali. His competitive spirit has helped his children excel in sports such as basketball, football, and gymnastics. In addition to traveling for his kids sporting events and practices, you’ll find Guy out fishing with friends any chance he can get on the water.