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 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. She is currently studying for the CFA Level 1 exam which she plans to take in November 2021.