Our team of thought leaders bring over 35 years of industry experience and a commitment to customer service. We take the time to work with our clients to help them pursue their financial goals so they can focus their valuable time on family, career aspirations and retirement.​

A Private Wealth Advisor with over 18 years of industry experience, Homer has dedicated his practice to working with business owners and families of wealth with complex financial planning needs. His mission is to simplify the lives of his clients by quieting the noise that surrounds them both personally and in their business and allow them to focus on what matters most - their purpose and goals.

 

Homer has the unique ability of taking complex strategies and presenting them in a way that is remarkably intuitive and straightforward so clients can easily grasp the ideas. Working as a fiduciary and business consultant to his clients, it is his legal duty to put his clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process.

 

Unlike traditional advisors, Homer provides a deeper level of service for his clients, going beyond investment management and traditional retirement planning to focus on advanced planning areas like wealth transfer, risk management, tax mitigation and philanthropy as well as personal development and family wealth planning. Homer's goal is to be the trusted advisor for his clients, the guide they turn to when any major decision comes up, even those that are not financial in nature.

Homer's financial experience spans many years in various roles. In his early years, he worked to coach, develop and train advisors, which grew to a branch management role in Honolulu where he led that office to become the firm's #1 branch in the country. After shifting back into working with individual clients, he noticed there wasn't a lot that traditional wealth management had to offer for business owners so he began to develop his long-term growth to exit service which is now at the center of his professional service model.

 

Homer is a graduate of Western Washington University with a Bachelor of Arts degree in Finance and a Minor in Economics. A passion for education and community involvement,

 

Homer serves on the Board of Trustees and is a current Board President for his daughter's independent school. Homer enjoys spending time with his wife and daughters - hiking during the summer, going to Seahawks games in the fall/winter and traveling to Hawaii, their favorite destination after living there for several years.

David Stuehling helps his clients make smart, forward-thinking, values-based decisions by utilizing a unique process to discover and define their wants, needs, goals and desires. With over 21 years of industry experience, David strives to help individuals, families and business owners increase the quality of their financial decision making. He has dedicated his practice to helping people who are willing to work collaboratively to create practical financial solutions to support their personal dreams and vision of financial independence. 

His client-centric approach allows for your goals, objectives and risk tolerance to be properly considered and implemented. Working as a fiduciary and business consultant, it is his legal and personal duty to put his clients’ needs first and act in their best interest while maintaining full transparency throughout the financial process. 

​Services include:

• Wealth management

• Estate planning

• Investment planning

• Tax reduction strategies

• Retirement planning

• Business continuity and exit planning

David graduated from Cabrini College and the American College with degrees in Organizational Management and a Bachelor of Arts. He is also a member of the Financial Planning Association (FPA) and is a CERTIFIED FINANCIAL PLANNERTM professional.

 

In Dave's spare time he enjoys doing Martial Arts (Wushu and Tai Chi) with is family.

Leah Hortin

Operations Manager

Mary Wotherspoon

Client Service Specialist

Karin Chen

Client Service Associate

Dwight Anderson

Investment Specialist

Maxwell Graber

Client Service Associate/Project Specialist

Office: (253) 236-7000

leah@konvergentwealth.com

Office: (253) 236-7000

mary@konvergentwealth.com

Office: (541) 210-5600

karin@konvergentwealth.com

Office: (253) 236-7000

dwight@konvergentwealth.com

Office: (253) 236-7000

max@konvergentwealth.com

Homer Smith | 3010 Harborview Drive, Suite 202, Gig Harbor, WA 98335 | (253) 236-7000

David Stuehling | 2754 NW Crossing Drive, Suite 204, Bend, OR 97703 | (541) 210-5600 

 Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor.