Welcome To Convergence Tax Solutions
952-300-6996
Who We Are
Affordable, Experienced & Knowledgeable
About Us
Convergence Tax Solutions provides individuals and small businesses with personalized, professional tax services at an affordable price.
With more than 40 years of combined tax planning and preparation experience, our seasoned team of tax specialists offers a consultative approach to your specific tax needs. And because we understand that each personal or business situation is unique, we don’t believe in “cookie-cutter, one-size-fits-all” tax solutions. Instead, we take the time to get to know you and your tax situation personally, allowing for a higher level of attention and valuable insights specific to your needs.
Meet the Team
Robert Braun
President
Robert is a graduate of Lawrence University where he majored in Economics with a minor in Mathematics. Prior to graduation, he interned and subsequently joined an affiliated Broker Dealer. Over 13 years, he held numerous management roles with the firm. In 2019, Robert decided to join LPL Financial through the affiliated Hybrid RIA Convergence Financial, LLC. This decision was driven by the desire to offer clients independent investment advice, while still holding true to the financial planning values which have been the foundation of his work.
In Robert’s free time, he enjoys spending time with his wife, Shannon, and their three boys, Kevin, Dustin and Oliver. You can often find them at the ice rink where Robert is the coach for his two oldest sons.
Robert is also actively involved in the local community by way of Apple Valley Rotary – Vocational Services Chair and Foundation Board, Apple Valley Chamber of Commerce, and Eagan Hockey Association Board of Directors.
Debbie Johnson
Tax Advisor
Debbie’s mission has always been to build long term client relationship based on trust and personal attention to individual needs. She has over 20 years of experience in tax planning and preparation. Having served the interests of thousands of clients, she is focused on identifying issues before they evolve into problems and exploring tax strategies. She takes a proactive approach to tax planning and delivers timely advice for her clients.
Outside of work, Debbie enjoys spending time with family and friends, watching the grandkids play hockey, and volunteering. She is highly regarded, respected, and actively involved in her community.
Lori Cole
Operations Manager
Tax Advisor
Lori has been a member of the Convergence team since it’s inception in 2019. She brings a strong focus on building trusted customer relationships and fostering an environment of growth and support for both financial and tax clients. With over 7 years of experience in tax planning and preparation, along with 20 years as a business owner, Lori understands the challenges and confusion that can arise in a wide variety of situations. She is committed to guiding clients with clarity and is always available to assist.
Outside of work, Lori enjoys spending time with her family which includes her three chihuahua babies, (and one grown human daughter), as well as reading and traveling!