a new standard

We see your big picture. Take a look at ours.

Confluence Financial Partners is a firm that is built to set a new standard in financial services. Watch this short video to learn how we’re working to achieve it — now and for generations to come.

Our Core Values

Do Right

Our firm is built on trust. We regard honesty and integrity as essential qualities and empower our team to do the right thing above all else.

improve Everyday

Happiness is the belief that our best days lie ahead. Our team is passionate about learning, innovating, and helping each other get better at all we do.

enjoy the Journey

We love coming to work each day to collaborate with talented, like-minded professionals on improving our clients’ lives.

Be thankful

A pervasive spirit of gratitude shows our appreciation for others, shapes our attitude toward adversity, and helps us thrive in a competitive environment.

Our Leadership Team

Greg Weimer, Chief Executive Officer, Chairman

Greg Weimer

Chief Executive Officer, Chairman

36 Years of Experience

Jim Wilding, Vice-Chairman

Jim Wilding

Vice-Chairman

29 Years of Experience

Gregory J. Weimer II, PresidentCFP®, CPA

Gregory J. Weimer II

CFP^®, CPA

President

15 Years of Experience

Jacob Fahringer, Chief People OfficerSHRM-CP

Jacob Fahringer

SHRM-CP

Chief People Officer

Katie Montagazzi, Director of Marketing and Communication | Wealth ManagerCFP®

Katie Montagazzi

CFP^®

Director of Marketing and Communication | Wealth Manager

Brian Stout, Director of Retirement Plan ServicesAIF®, CRPS®

Brian Stout

AIF^®, CRPS^®

Director of Retirement Plan Services

29 Years of Experience

Katie Thornhill, Chief Compliance Officer

Katie Thornhill

Chief Compliance Officer

William R. Winkeler Jr., Chief Investment OfficerCFA, CFP®

William R. Winkeler Jr.

CFA, CFP^®

Chief Investment Officer

12 Years of Experience

Chuck Zuzak, Director of Wealth PlanningCFP®

Chuck Zuzak

CFP^®

Director of Wealth Planning

13 Years of Experience

Join us as an Advisor

Financial advisor careers at Confluence

Confluence is on a mission to create a new standard in the financial services industry — for our clients and our associates. To do this, we continue to build a team of associates who share an uncommon passion, commitment, willingness to collaborate, and belief that improvement is always possible — people who want to create the success of our firm, not just participate in it.

If that sounds like something you want to be a part of, we would love to have a conversation.

Careers at Confluence

Other Career Opportunities

join the confluence team

To create a new standard in the financial services industry, we need motivated professionals who can bring enthusiasm and a different perspective to our firm.

Other Career Opportunities