INDEPENDENT FEE-ONLY FIDUCIARY FINANCIAL ADVISOR
​That's a lot of words to say that we are professionally bound to do what's best for you. We only get paid by our clients, not for selling products or by any financial institution, so you never have to wonder where our loyalty lies. Whether we are creating your financial plan or managing your investments, we are fully committed to making your money do what's best for you. We'll even coordinate with your CPA, estate attorney, and insurance agents to make sure every piece of your financial life is converging in a purposeful way. ​
JEREMY A. ELLISOR, SR.
FOUNDER & LEAD ADVISOR
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Jeremy has worked on various sides of the financial industry, including a fee-only wealth management firm, an independent broker dealer, and even an insurance company at the start of his career. Wanting to offer his clients truly independent and unbiased advice, he opened the doors of Convergent in 2017. His vast experience brings expertise in planning for the future, investments, as well as tax and estate planning. Jeremy is passionate about being free from the mold that holds stereotypical advisors and their clients back from optimal performance.
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Jeremy is a native of South Carolina, holds a B.S. from Clemson University, and is married to Kristy Ellisor. They live in McClellanville with their son, Alexander, and daughter, Caroline. During his free time, Jeremy enjoys spending time with his family, boating, shrimping, hunting, and being active in his local church.
MATTHEW C. ERICKSON
INVESTMENT ADVISOR
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Matt’s broad experience and drive for growth bring a unique perspective and robust skill set that equip his clients to meet their goals. From the medical field and being co-owner of his own practice to real estate agent and investor to financial advisor, Matt has always been committed to cultivating growth. Aligning that commitment to his clients’ financial ambitions is where he shines and clients thrive.
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Matt was born and raised in Rockford, Illinois and holds a B.S. from University of Illinois Urbana-Champaign as well as a Masters degree from Midwestern University. He moved to Charleston in 2012 and married his wife Rachel in 2015. Matt and Rachel live in Park Circle with their three children, Gunnie, Boyd, and Adley. In his free time, Matt enjoys playing sports and card games with his family and friends and serving in his local church and community.​​
KRISTY ELLISOR
MARKETING & COMMUNICATIONS
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Kristy works behind the scenes, helping us communicate clearly, from our online presence to print. Her goal is to make sure people know that Convergent is for those who are tired of the stereotypical advisor and just want independent, unbiased advice to help them reach their goals.​
Her previous work includes sales and marketing in finance, pharmaceuticals, and international shipping.​ She is married to Jeremy Ellisor, and they live in McClellanville with their two teenagers, Alexander and Caroline. As a Lowcountry native, when she is not working, Kristy prefers to be on the beach or on the boat enjoying the beauty of God's creation.
CHIEF MISCHIEF MAKER
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Hugo is a 6-year-old Havanese who loves to be where his people are. You will regularly find him at the office in his signature bow tie. His passion for walks and play time remind us that it is important to have fun, even in the world of finance.
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If he is not at the office, Hugo prefers to be in the car with his head out the window, on the boat with the breeze in his hair, or romping in the sand at the beach.
HUGO MATEO