Phillip Bacon

Director of Operations

Headshot of Phillip Bacon

Phillip joined Convergence Financial as the Director of Operations in 2024. He is an Army combat veteran, where he spent years leading individuals in a high pace setting. Once his service was completed, he graduated in 2017 with a Bachelor of Science in Business Administration from the University of Missouri and got right into the financial industry. Phillip has held his Series 7 and 66 since 2018. As a previous Investment Advisory Operations Manager, Phillip learned the tools needed to run an operation on a high level. His passion for finance, and military background, allows him to bring a diverse level of experience that helps ensure a strong operational foundation for Convergence Financial.

Outside of work, Phillip, along with his wife Jenni, loves traveling, watching Chiefs and Mizzou football, and working on veteran initiatives in Missouri.