top of page

Introducing Our Newest Team Member

  • Writer: Jeremy Ellisor
    Jeremy Ellisor
  • Jan 13, 2025
  • 1 min read

Updated: Sep 13, 2025

Hi, Everyone! I am so happy to announce the latest addition to the Convergent Financial Group team, our new Financial Advisor, Matthew Erickson. With Matt's extensive experience cultivating growth across various sectors, we are confident that he will bring valuable insights and guidance to his clients here at Convergent Financial Group.


I have known Matt for about ten years now and I am excited to introduce him to you. Check out our chat below to hear about his background, his strategy, and how he may be able to help you.



If you would like to schedule a meeting with Matt or me, just visit our scheduling page and pick the day and time that work best for you. In the meantime, stay tuned as Matt does plan to get some helpful and insightful blog posts out very soon!


Sincerely,



Jeremy's signature

 
 

Convergent Financial Group is an independent, fiduciary investment advisor based in Mt Pleasant, SC. We provide wealth management with integrated financial planning for individuals and families with substantial assets, serving clients locally and throughout the United States. We are grateful to have been top rated and voted among the best financial advisors for many years. 

CONVERGENT FINANCIAL GROUP

Fee-Only. Independent. Fiduciary.

3850 Bessemer Rd
Mt Pleasant, SC 29466
(843) 972-4402

Email button_edited.jpg
  • Convergent Financial Group on LinkedIn
  • Convergent Financial Group on Instagram
  • Convergent Financial Group on Facebook
  • Convergent Financial Group on Google Maps
  • Convergent Financial Group on YouTube
  • Convergent Financial Group on Yelp
  • Convergent Financial Group on Pinterest
  • Convergent Financial Group on Nextdoor

Convergent Financial Group 2026 All rights reserved.

bottom of page