About   •   Team

Meet your team

With over 75 years of experience, our team is here to guide you toward your life’s goals with the utmost confidence and care.

Our team of thought leaders bring over 75 years of industry experience and a commitment to customer service. We take the time to work with our clients to help them pursue their financial goals so they can focus their valuable time on family, career aspirations and retirement.

Homer S. Smith IV

Founder and CEO
CFP®, CRPC®, BFA™ , CBEC®

Russ Alan Prince

Author and Strategist

Melissa Cournyer

Private Wealth Advisor

Maxwell Graber

Private Wealth Advisor

Marquis Richardson

Investment Specialist Assistant

Guy P. Ridout III

Vice President, Retirement Plan Growth Strategies

Associate Wealth Advisor
Charles works in our Gig Harbor office. He came to Konvergent after playing collegiate baseball at Clark College and LSUS, while studying science and finance. Having a strong affinity for helping others, Charles was first drawn to pharmaceutics and then finance. Charles has always pushed for excellence whether in the classroom, on the field, or while helping clients. When he is not in the office, he enjoys spending time with his dogs, reading, and going to the gym.
Office: (253) 236-7000
charles@konvergentwealth.com

Investment Specialist
Dwight brings over 20 years of experience in the financial markets. His time as a licensed broker, investment manager, and options trader provides a wealth of skills to the team. He has taught several trading strategies at some of the largest investor education companies in the country. He has helped to develop and implement new investing products at several companies and wrote his master’s thesis on high impact trading. He has lived in or traveled to over 35 countries, and visited nearly all the United States. When Dwight is not traveling, he’s likely engaging in sports or going on a nice long hike.
Office: (253) 236-7000
dwight@konvergentwealth.com

Investment Analyst
As an Investment Analyst with over 5 years of industry experience, Matthew is a natural problem-solver. He utilizes a goal-oriented approach to dependably execute client retirement plans. This includes building comprehensive strategies in estate planning and income retirement needs. Matthew graduated from the University of Washington with a Bachelor of Arts. In his spare time, he enjoys jumping rope and doing calisthenics.
Office: (253) 236-7000
matthew@konvergentwealth.com

Client Service Manager
As a Client Service Manager with over ten years of customer service experience, Mary is committed to helping others in any way she can. Tenacious and enthusiastic, she strives to help her clients maneuver through life’s financial complexities. Her role ensures a strong relationship between client and advisor that supports the goals of everyone involved. Mary is a graduate of Washington State University and enjoys spending time with her husband and their future Cougar.
Office: (253) 236-7000
mary@konvergentwealth.com

Private Wealth Advisor
Eric specializes in comprehensive financial planning and investment management for individuals, families, and business owners. He earned a B.S. in Physics from California Lutheran University and uses his analytical background to help clients simplify major transitions like retirement asset consolidation and business exit strategies. Outside of work, Eric enjoys photography, volunteering, woodworking, and horseback riding.

(253) 236-7000
eric@konvergentwealth.com

Client Service Associate
Before joining us at Konvergent, Bethany has been providing exceptional customer service for over 20 years at a major national retailer. When she is not at the office, Bethany enjoys spending time with her son. You can typically find them exploring the outdoors. next to the water, or at a park. They also spend time in Eastern Washington visiting family!
Office: (253) 236-7000
bethany@konvergentwealth.com

Client Service Associate
With over 20 years of experience as a zookeeper and a background in real estate, Alicia brings a unique blend of empathy, teaching, organizational skills, and advocacy to her work. Her bachelor’s degree in Zoology with a Psychology minor from WSU reflects her dedication to understanding and supporting both people and animals. Alicia’s passion for delivering exceptional customer service is evident in everything she does. Outside of work, she enjoys playing video games, relaxing with her cat Phoenix, hiking, and going on adventures with her husband Kyle and their dog Emi!
Office: (253) 236-7000
alicia@konvergentwealth.com

Senior Client Service Associate
As a member of the engagement team with eight years of financial expertise, Heather is dedicated to helping clients navigate life's significant transitions with confidence and ease. Positive and proactive, she specializes in onboarding new clients, ensuring their unique needs are met with precision and care. Heather is a proud graduate of Southeast Missouri State University, where her passion for finance was ignited during her studies abroad in France. Based in sunny Florida, she enjoys biking, water sports, and exploring the outdoors when she's not assisting clients.
Office: 253-236-7000
heather@konvergentwealth.com