Aug 06, 2019
Get inspired to maximize your life and legacy with “Imagine That,” our new podcast series.
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If you can imagine all that, you’re in the right place. Confluence Financial Partners was founded on the belief that families deserve a higher standard — of planning, results, accountability and service. Planning for a lifetime of financial security is a serious responsibility. And it’s one we never take lightly.
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Millennials Rising: Confluence’s Next Generation | Episode 2
Youth is served as Confluence’s youngest associates, Katie Montagazzi, Randy Holcombe, Chuck Ziants and Greg Weimer, Jr., join Greg to discuss the future of financial services and wealth management. Together, the team addresses some of the misconceptions around millennials and money, examines Confluence’s culture of teamwork, continuous improvement and work-life integration, and explores what it […]
Jul 09, 2019
A Powerful Partnership: Jim Wilding | Episode 1
Greg Weimer launches the Imagine That podcast by interviewing his friend, partner and Confluence co-founder, Jim Wilding. Greg and Jim reveal why they started the… Greg Weimer launches the Imagine That podcast by interviewing his friend, partner and Confluence co-founder, Jim Wilding. Greg and Jim reveal why they started the… Read MoreApr 25, 2019