About Us

Confluence Financial Partners was founded on the belief that there is a better way of doing things. It begins with the way we treat people. We strive to care for our employees and our clients like family and cultivate deep, long-term relationships through a set of core values - trust, excellence, dedication, teamwork and gratitude.

We believe there is a better way to approach investing, too. We've assembled a highly skilled team of professionals committed to a higher standard, for every client. The responsibility of caring for a family's financial independence is too great to do things any other way.

Why we're different

What separates Confluence is a common-sense purpose brought to life by uncommon passion — shared by some of the brightest minds in the industry — a combination that has earned the trust of our clients.

We have a strong sense of passion and experience in investment management. Our mission is to create a new standard for helping clients and their families manage their wealth and achieve their financial goals. Because we understand it's more than just your investments we're caring for.

Why We're Different Infographic

Invested In
The Community

We don't just work here. We live here. Raise our children here. We have a real stake in our local communities, schools and institutions. As a company that cares and as individuals who are emotionally and financially invested in this area, we get involved by supporting events, organizations and initiatives that enrich the lives of everyone who lives here.

Our Team

Our associates consist of experienced professionals committed to developing lifelong relationships with our clients. Not only will you find our team members knowledgeable, but you will also discover that our associates truly care about helping you achieve your goals.

Gregory J. Weimer

Chief Executive Officer

James A. Wilding

President

Juliet Casinelli

Marketing Associate

Brandon Corlett

Wealth Manager

Mary Colley

Practice Administrative Coordinator

Jackson Elizondo, CFP®

Wealth Manager

Loren Paul Fiffik, CFP®

Wealth Manager

Kelly Hall

Client Service Associate

Randall J. Holcombe, CFP®

Director of Wealth Planning

Dana Iuzzolino

Wealth Manager

Jonathan H. Jordan

Wealth Manager

Lacey Keener

Front Desk Receptionist

Kurt E. Kimmich, AAMS®

Wealth Manager

Charles Kolias

Wealth Manager

Morgan Lee

Associate Financial Advisor

Katie Montagazzi, CFP®

Director of Marketing and Communication

Patricia J. Nichols

Client Service Associate

Melissa Pirosko, MBA

Wealth Manager

Nicklaus Proud

Wealth Manager

Brian W. Ripley

Wealth Manager

Neil P. Rongaus, CFP®

Wealth Manager

Danielle Rush

Client Service Associate

Richard A. Selker

Wealth Manager

Sean Stevenson, CTS

Client Service Associate

Brian Stout, AIF®, CRPS®

Director of Retirement Plan Services

Constance “Connie” Sylvester

Client Service Associate

Joseph Tabaka, CFP®

Wealth Manager

Corey Taylor

Client Service Associate

Alexis Vittone

Client Service Associate

Gregory J. Weimer II, CFP®, CPA

Chief Operating Officer

William R. Winkeler Jr., CFA, CFP®

Director of Investments

Chuck Ziants, CFP®

Wealth Manager

Colleen Zysk

Client Service Associate

Careers at Confluence Financial Partners

Whether you're a seasoned veteran or you're looking to make your mark in the financial services industry, we offer the environment, support and resources to grow your career, or your business.

Join Our Team