Kelsey Lyman

Kelsey joined the Convergence Companies team in 2021 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 has passed the CFA Level One exam and is a Level II candidate preparing to sit for the exam in November 2023. Kelsey currently holds FINRA Series 7 and 63 through LPL Financial and 65 through Convergence Financial.

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.