Kelsey Lyman

Director of Operations

Kelsey joined the Convergence Companies team in 2021 as the Director of Operations with the goal of streamlining processes and assisting with advisor transitions. After two years in the financial services industry, Kelsey fell in love with working to build financial planning practices and helping financial advisors make their businesses the best that they can be. Kelsey is currently a CFA level 1 candidate, and will sit for the exam in November.

Kelsey is a Columbia native and graduated Cum Laude from Columbia College in 2019 with degrees in Business Administration and Public Relations & Advertising. She spends her free time hanging out with her friends and family, reading every book in sight, hitting the gym, and planning her next travel adventure.