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

Junior Financial Planning Specialist
Maddi brings a strong foundation in economics, analytical thinking, and technology to the Konvergent team. She earned her degree in Economics from the College of Saint Benedict and Saint John’s University and gained experience through business technology, finance, and sales internships before entering the wealth management industry. As a Junior Analyst, she supports investment research and client planning initiatives while continuing to expand her expertise in financial services. Originally from Minnesota and now based in the Pacific Northwest, Maddi enjoys reading, listening to podcasts, staying active, and exploring new places in her free time.
Office: (253) 236-7000
madeline@konvergentwealth.com

Implementation Specialist
Drew brings a passion for operational excellence and client service to the Konvergent team. His background includes experience supporting business operations, process improvement, and team coordination, helping organizations create efficient systems that enhance both employee and client experiences. At Konvergent, Drew plays a key role in supporting internal operations and ensuring the team can deliver a seamless experience for clients. Outside of work, he enjoys spending time with family and friends, exploring the outdoors, and pursuing personal growth through new experiences and challenges.
Office: (253) 236-7000
drew@konvergentwealth.com

Client Services Associate
Dan brings nearly three years of wealth management experience to Konvergent, along with his SIE and Series 65 licenses. A graduate of Washington State University, he has built a strong foundation in client service, financial planning support, and relationship management. Dan is passionate about helping clients navigate important financial decisions while continuing to grow his expertise within the industry. Raised in Western Washington, he enjoys hiking, fishing, paddle boarding, and spending time outdoors with friends and family.
Office: (253) 236-7000
dan@konvergentwealth.com

Client Services Associate
Jess brings more than a decade of client-focused operations experience to the Konvergent team. Known for her attention to detail, clear communication, and steady follow-through, she has built a career supporting complex client relationships and creating exceptional service experiences. Jess holds her Series 65 license and continues to expand her industry knowledge through ongoing education and professional development. She earned her degree in Public Relations from Western Washington University and believes strong relationships are built by creating a longer table, not a higher fence. When she’s not working, Jess enjoys being outdoors, spending time on the water, and making memories with the people she loves.
Office: (253) 236-7000
dan@konvergentwealth.com