Meet Our Financial Advisors | Serving Alabama to Maryland

Meet the Team

Creating A Flourishing Community of Advisors

At Convergent Financial, we're dedicated to helping you thrive in living out your life’s purpose. Our goal is to provide you with the same expertise you’d find in a national firm, but with a people-first approach that’s rooted in an understanding of the people we serve. This deeper understanding is a product of our regional focus and the connections we form though our people-first culture.

Our Valuable Resource Team

Our partner groups consist of highly proficient legal and financial professionals who employ a consultative approach to provide technical and legal guidance, aiding us in crafting your financial strategy across a range of domains.

Meet Our Team

Scott Absher CLU, ChFC, CLF

President, Senior Wealth Manager

704-621-6142

Scott.Absher@ConvergentFP.com

Scott Absher began his entrepreneurial education at a young age, growing up and working in a family-owned small business in the beautiful mountains of North Carolina. He attended Appalachian State University where he received a...

Scott Smith ChFC

Chief Operating Officer, Senior Wealth Manager

704-621-6142

Scott.Smith@ConvergentFP.com

I believe that everyone deserves financial peace of mind, and my mission is to help my clients achieve that. Growing up in a small, close-knit town south of Detroit, Michigan, taught me the importance of family and the value of...

Adam Kazinec CLU, ChFC, RICP

Managing Partner, Senior Wealth Manager

770-262-7127

adam.kazinec@convergentfp.com

Adam Kazinec is a financial advisor who comes from a lineage of expertise in the field. Following in his father's footsteps, who has been serving clients since the 1980s, Adam has grown up immersed in the world of financial services....

Jason Bowers

Director of Financial Planning

240-285-7597

jason.bowers@convergentfp.com

As a SmartVestor Pro with Dave Ramsey, Jason believes that everyone deserves to experience the confidence that comes with personalized financial guidance. Through his comprehensive financial planning process, Jason is able to provide...

Yolanda Copeland

Financial Advisor

407-791-7700

yolanda.copleland@convergentfp.com

Yolanda, hailing from sunny Orlando, FL, brings over seven years of experience as a Financial Advisor. Having grown up in the Caribbean, with parents from Puerto and Dominican Republic, Yolanda effortlessly communicates in both Spanish...

Matt Andress

Financial Planner

334-246-9400

matt.andress@blueprintfinancialpartners.com

Matt is passionate about empowering clients through financial education and personalized guidance. With nearly a decade in financial services, he believes that knowledgeable clients make more confident decisions about their financial...

Caleb Blackburn

Financial Professional

334-246-9401

caleb.blackburn@blueprintfinancialpartners.com

Caleb is a results-driven financial professional with four years of experience. He began his career in the corporate world, quickly establishing a strong reputation for delivering exceptional service and effective financial strategies....

Jean Metayer

Wealth Management Advisor

7046216142

jean.metayer@convergentfp.com

Jean is an experienced financial advisor with over 10 years of expertise in helping clients navigate complex financial decisions. Originally from New York City, Jean earned his BA in Economics with a minor in Political Science from...

Jonathan Ward CFP®

Advisory Consultant

850-545-7789

jon.ward@convergentfp.com

Jon brings over a decade of experience in financial planning, specializing in providing clients with clear, personalized guidance to help them navigate complex financial decisions. As a Certified Financial Planner™, Jon is passionate...

Jos Worrell CFP®, MBA, CWS®

Wealth Advisor

678-293-2416

jos@grovewealthsolutions.com

Jos was born in Kingston, Jamaica, and immigrated with his parents to the United States in the late 1980s in search of greater opportunity. Growing up with a foundation built on discipline, faith, and resilience, he learned early the...

Terry Griffin

Director of Marketing

2252419630

terry.griffin@convergentfp.com

Terry Griffin Jr. is an Atlanta-based strategic marketing leader with over a decade of experience driving audience growth, brand visibility, and revenue through data-driven, multi-channel campaigns. He brings a strong background across...

Thomas Sauer CFP®

Senior Wealth Manager

704-968-3457

thomas.sauer@convergentfp.com

With over 20 years of experience in the financial advisory business, Tom Sauer has established a reputation for excellence as a Certified Financial Planner™. As a second-generation CFP®, he has built upon the foundation laid by his...

Tony Gallo CFP®, CPFA

Senior Wealth Planner

706-250-5748

tony.gallo@granitearchwealth.com

Founder of GraniteArch Wealth Management, he brings over 28 years of experience helping families and business owners address their retirement income challenges. With a fiduciary-first approach, his focus is on creating...

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Our Approach

At the core of our culture is a people-first approach that's built on a solid foundation of authentic conversations that help us grow together.

Our Approach

Join Our Team

If you’re eager to grow in an authentic environment where you’re more than just a number, we invite you to learn more about our knowledgeable team.

Explore Convergent

Contact Us

Want to learn more about how Convergent Financial can help you? Let’s discuss how our various services can help fulfill your financial needs.