Convergent Financial Group

Jeremy Ellisor is a financial advisor at Convergent Financial Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at E & R Wealth Management, LLC since 2014. Ellisor is also licensed to sell insurance in South Carolina and dedicates approximately 10% of his time to this activity. Convergent Financial Group advises individuals, trusts, estates, charitable organizations, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a long-term, allocation-driven investment approach using internally designed model portfolios primarily composed of ETFs, with discretionary management and integrated financial planning.

Matthew Erickson is a financial advisor at Convergent Financial Group with one year of industry experience. He holds a Series 65 designation and has worked at Medcare Urgent Care since 2012. Outside of advising, he maintains an active real estate license and occasionally acts as an independent contractor for Hayden Jennings Properties. Convergent Financial Group serves individuals, trusts, estates, charitable organizations, and business entities with comprehensive financial planning and discretionary investment management. The firm employs a long-term, allocation-driven approach using internally designed model portfolios primarily composed of ETFs, supplemented by individual equities and tactical strategies.