Convergence Financial Partners

Here for You

Connect with us to begin bridging the gaps in your financial plan. Feel free to call us at either our Mount Vernon or Freeland offices to get started. You may also complete our contact form and a member of our team will be in touch with you shortly.

Contact Us Form

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Mount Vernon Office
419 S First Street, Suite 200
Mount Vernon, WA 98273

Jody Lease:
Phone: 360.707.5313

Freeland Office
5575 Harbor Avenue, Suite 204B
Freeland, WA 98249

Jim Forsyth:
Phone: 360.331.2558
Fax: 360.331.0886

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

The Investment Advisor Representatives (IARs) use the trade name/DBA, Convergence Financial Partners. All securities and advisory services are offered through Commonwealth Financial Network©, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Form CRS: Client Relationship Summary

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Contact Us

Here for You

Contact Us Form

Mount Vernon Office 419 S First Street, Suite 200 Mount Vernon, WA 98273

Jody Lease: Phone: 360.707.5313

Freeland Office 5575 Harbor Avenue, Suite 204B Freeland, WA 98249

Jim Forsyth: Phone: 360.331.2558 Fax: 360.331.0886

Mount Vernon Office
419 S First Street, Suite 200
Mount Vernon, WA 98273

Jody Lease:
Phone: 360.707.5313

Freeland Office
5575 Harbor Avenue, Suite 204B
Freeland, WA 98249

Jim Forsyth:
Phone: 360.331.2558
Fax: 360.331.0886