Contact Us

Have more questions? We’re here for you.

Contact Lisa at:
lisa.mesicek@nm.com
781-431-4789

What Our Coaching Clients Are Saying

  • Ryan Baber, CFP, ChFC, RICP

    Working with Paul has been transformative for my practice... His unparalleled expertise, especially in the pre-retirement and equity-compensation planning spaces, has guided me in understanding new products, innovative sales strategies, and diversifying revenue streams. Paul's integrity-driven approach to comprehensive planning has been instrumental in doubling my firm's production, profit, and revenue. As a leader at NM, ranking in the top 10 for overall production, his new coaching program with partner Matt Cutter is a can't-miss opportunity for any advisor seeking growth and excellence.

  • Adam Riegel, CFP, CLU, AEP

    If you are focused on growing your business and becoming better at sales, there is no better combo than these two. You are hiring Seal Team 6 by joining this program.

    Matt is arguably the best coach in the business, having coached two different advisors to top 20. And Paul is likely the best tactical and strategic sales person at NM.

  • Evan Olson

    Matt was an integral part of getting my practice from early productivity and high lives and NC to Summit level production quickly.  What I respect most about Matt is that he practices what he preaches.  Whatever you are doing for activity, he is doing more.  Whatever you are doing for self-care, he is doing more.  However big you are thinking, he is thinking bigger!  His ability to get you focused on activity and translate that into production is something any advisor would benefit from.  If you tracked the growth of his business, it is something to envy.  The beauty of it all, is he didn’t take any short cuts.  It was all hard work and conviction in Granum.  Would highly recommend working with Matt if you are not where you want to be and can’t see through the fog.  Be ready to work!

  • Scott DeSantis, CFP, AEP

    Matt was my CUD and FD, and I spent every Monday morning in RACE with Matt & Paul for the first several years of my career. They trailblazed the way with relentless activity, tenacity, and thoughtful insights. Both are astute businesspeople and experts in comprehensive financial planning. They also have a deep understanding of the Northwestern Mutual system. There’s no better investment than pretax into your business!

About US

Matt Cutter and Paul Stadfeld began working together in 2010, collaborating closely as they immersed in Northwestern Mutual and the industry. Since then, they've grown their businesses both individually and collectively, culminating in the creation of Convergence Capital in 2024. This venture combines their extensive experience in client engagement, financial planning and wealth management. Their expertise encompasses client acquisition and retention, team development, investment strategies, insurance products, and, most importantly, a deep understanding of the industry and client needs.

About Convergence Capital

Our Mission
At Convergence Capital, we align the right people with the right resources to help build an effective financial plan that you can be proud of. Ensuring you reach the financial security goals you have for yourself, your family, or your business is our top priority, and we are committed to being your partner along the way.

Our Approach
Our holistic approach to financial planning integrates investment portfolio management, insurance planning, tax-efficient strategies, equity compensation planning, education funding, retirement, and estate planning. Clients appreciate our unbiased advice and the camaraderie they feel as we all work together as a team.