Associated with Commonwealth Financial Network®, a Registered Investment Adviser and Broker/Dealer.
Jody Lease, AIF®
President and Financial Advisor
Jim Forsyth, CFP®
President and Financial Advisor
Michele Lynch
Director of Operations
Parker Collins
Client Service Associate
Jody Lease, AIF®
President and Financial Advisor
Jody offers individuals a range of specialized, comprehensive financial guidance to help meet their investment, retirement, estate planning, and wealth management needs.
Jody partners with Commonwealth Financial Network® as her RIA-broker/dealer, adding access to layers of experience on almost every financial situation.
A lifelong resident of Washington, Jody enjoys being part of the small-town community that she grew up in. She graduated from Western Washington University, followed by various finance roles in the Seattle area. Jody's career as a financial advisor began in 2009, shifting to ownership of the business in 2012. In 2022 she partnered with Jim Forsyth in Convergence Financial Partners.
Registrations and licenses
- Accredited Investment Fiduciary® (AIF®)
- FINRA Series 7 and 66 securities registrations
- Washington state insurance license
Jody lives in Burlington, Washington, along with her husband, Chris, and their son, Grady. When not in the office, you will likely find Jody cheering at a sporting event or spending time with friends and family.
Jim Forsyth, CFP®
President and Financial Advisor
Jim Forsyth started his financial career in 1997 working for a large financial services firm. Over time, he felt his clients would be better served by working independently. In 2008, he partnered with Commonwealth Financial Network®. This relationship enables clients access to a wide array of investment choices and Commonwealth's research team to complement their financial goals.
Jim has been a CERTIFIED FINANCIAL PLANNER® practitioner since 2003 and holds several other registrations and licenses.
Registrations and licenses
- Member of the Financial Planning Association
- FINRA registrations in 11 states
- FINRA Series 6, 7, 24, 63, and 66 securities registrations
- Life and health insurance licenses
Jim is a Northwest native and has lived in Oregon and Washington for all of his life. He graduated cum laude from Pacific Lutheran University with a BA in communications. He lives on Whidbey Island with his wife, Teresa, and has 2 daughters, Bailey and Parker. He is an avid golfer, loves to travel, and is a proud cheerleader for the women in his family.
Michele Lynch
Director of Operations
Michele joined our firm in January 2018, and we’re so glad she did!
Michele has extensive experience in accounting and social work, managing financial accounts for a nonprofit benefiting disabled children prior to her work with us. She received her BS in social work from Bethel University in St. Paul, Minnesota, and holds an MA from ATS in New York.
Michele is a Northwest native. She spent many years living on the East Coast and in Eastern Europe before meeting her New Yorker husband, Mark, and returning to Washington.
In 1998 Michele and Mark moved to Whidbey Island, where they raised three beautiful daughters. They enjoy the hiking trails, beaches, and coffee shops of Whidbey Island as well as cheering on the Gonzaga basketball team, where their youngest daughter attends.
Parker Collins
Client Service Associate
Parker recently joined our team as a client service associate and will be involved in our daily work and communications to ensure continued success as we work together. He brings a passion for assisting advisors in helping others to make confident and informed financial decisions, and was drawn to Convergence’s ability to provide personalized support.
He holds a BS in Business Administration from Linfield College and is currently studying to become a CERTIFIED FINANCIAL PLANNER® professional.
A Pacific Northwest native, Parker enjoys spending time outdoors, playing basketball, and traveling to new places. He currently lives in Everett, Washington, with his wife, Anna.