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

Eric Daniel

Private Wealth Advisor

Maxwell Graber

Private Wealth Advisor

Marquis Richardson

Investment Specialist Assistant

Guy P. Ridout III

Vice President, Retirement Plan Growth Strategies

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

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

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