Office Location: Naples

  • Chuck Kolias

    Relating to people, identifying their needs and developing customized solutions to help clients reach their goals has been Chuck’s passion for over 30 years. In 2016, Chuck Kolias joined Confluence Financial Partners, whose vision of ‘clarity not complexity’ ties in with his core values of mutual trust and exceptional service.

    Chuck earned a B.A. degree in economics at the University of Pittsburgh, then his master’s degree at Youngstown State University. He was a financial advisor with A.G. Edwards from 1993 to 2003, then branch manager of the Sewickley office through 2011. That’s when he and Joe Tabaka, formed the Kolias-Tabaka Wealth Management Team, based on a conservative, client-focused approach with exceptional service.

    A firm believer in giving back, Chuck has served on several charitable organization boards–among them the Epilepsy Foundation of Western/Central Pennsylvania Sports Auction, the American Hellenic Educational Progressive Association, and the Neighborhood Resilience Project. He is an avid Pittsburgh sports fan whose love of golf led him to organize impactful fundraisers for St. Nicholas Greek Orthodox Cathedral, Cystic Fibrosis and ALS/Lou Gehrig’s Disease. Chuck and his wife, Cathy, live in Mars, PA.

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  • Jonathan Jordan

    Jonathan brings nearly a decade of experience in the financial services industry to his practice, which serves the needs of individuals, families, and business owners. He helps clients identify and clearly articulate their financial goals through his ability to connect deeply and listen thoughtfully. From that foundation, he tailors a holistic financial plan that ultimately drives the investment portfolio decisions for each client’s unique situation.

    Jonathan began his career in 2013 at Federated Hermes and joined the team at Confluence in mid-2014.

    He and his wife, Minja, are actively involved in the communities in which they live. They hold Soldiers and Sailors Memorial Hall & Museum Trust, Naples Botanical Garden and the many wonderful public parks in Allegheny and Collier counties especially close to their hearts. In his free time, Jonathan continues to build on his collegiate tennis career through competition in (any & all) racquet sports and finds balance in practicing yoga, listening to live music, and reading. Most of all, he enjoys spending time with his family.

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  • Greg Weimer

    At the core of his personal and professional life, Greg is passionate about helping individuals and families maximize their lives and legacies. His dedication to this mission shines through as an individual, wealth manager, and leader.

    With decades of experience in guiding clients’ wealth and nurturing the growth of individuals and families, Greg’s journey began in 1986 as a financial advisor. Greg went on to American Funds Distributors in 1993, where he became senior vice president and served on the Board of Directors. Recognized for his ingenuity, Greg earned American Funds’ Daniel C. Brown award for creativity and was a two-time winner of its Graham Holloway award, given to an associate who exemplifies the company’s core values.

    Greg attended the University of Pittsburgh and earned a business degree with a concentration in computer science and mathematics.

    Greg is passionate about giving back and making an impact on causes close to his and his family’s hearts. He is currently the Vice-Chair of the Childrens Hospital of Pittsburgh Foundation, where he is also Chair of the Development Committee and a member of the Finance Committee. Additionally, Greg is a Knight in the Order of Malta. Greg also serves on the Board of Directors of the South Hills Catholic Academy of Pittsburgh.

    Greg and his wife, Lori, live in Pittsburgh’s South Hills. They enjoy spending time with their four children and six grandchildren.

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