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
Harrison Till
Private Wealth Advisor
Eric Daniel
Private Wealth Advisor
Guy P. Ridout III
Vice President, Retirement Plan Growth Strategies
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Private Wealth Advisor
CRPC®Max began his finance career as an Intern in May of 2020 and has been learning from the experienced professionals at Konvergent ever since. His dedication to hard work and exemplary client service has shown up strong as his client interactions increase. When he’s not in the office, Max enjoys hiking and going for runs.
Office: (253) 236-7000
max@konvergentwealth.com
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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
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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
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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
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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
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Executive Assistant for Homer Smith
Kate brings a distinctive blend of experiences to the team, having honed her skills in both the Apparel and Medical sectors, along with an impressive track record of over 15 years in customer service. Born and raised in the Pacific Northwest, Kate holds a Bachelor’s Degree in Web Design from the University of Washington. Known for her tech expertise, dynamic personality, and flexible leadership style, Kate thrives on tackling new challenges and expanding her skill set. In her free time, she enjoys hiking, paddleboarding and spending time with friends and family.
Office: (253) 236-7000
kate@konvergentwealth.com
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Investment Specialist Assistant
Marquis is driven by a profound commitment to making a positive impact in the world and always seeks out opportunities to help others through volunteering, mentoring, or simply lending a helping hand to those in need. Marquis has a background in finance and biochemistry and is a graduate of Oregon State University Honors College with a minor in Finance. Outside of work Marquis enjoy reading, spending time with family, and exploring the outdoors.
Office: (253) 236-7000
marquis@konvergentwealth.com
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Practice Manager for Harrison Till
Camille assists Harrison Till with client service and project management. With a background in operations and marketing, and over 15 years in customer service, Camille is committed to ensuring an exceptional client experience by creating an organized and efficient processes while providing a high level of service and knowledgeable guidance for our client’s specific needs. When Camille is not logged on, you can find her traveling, gardening, reading, or enjoying time with family, friends, her partner, and their cats!
Office: (774) 644-2232
camille@konvergentwealth.com
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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
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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
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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
The best way to learn all about us is to meet us, whether that’s virtually or in person. We look forward to it.