Office Location: Pittsburgh

  • Matt Kimmich

    Growing up, Matt has been involved in leadership opportunities teaching him the importance of hard work, perseverance, and determination. Matt began working for Confluence in January of 2024 where he believed the financial services industry helped him best utilize those experiences. Watching his grandfather and father over the years help and serve others helped him realize the difference Confluence can make in people’s lives.

    Matt attended Grove City College and earned a Bachelor of Arts degree in Political Science. While at Grove City, he was a two-year captain for the Men’s Soccer team, while being awarded several leadership awards in the process. Currently, Matt serves as an Associate Wealth Manager on the Kimmich Team helping clients meet their retirement planning, estate & tax planning, and philanthropic needs.

    Matt and his wife reside in Zelienople. They attend Allegheny Center Alliance Church. In his spare time, Matt enjoys running, watching Pittsburgh sports, and traveling with his wife.

  • Marissa Dinello

    Marissa Dinello is a dynamic and results-driven marketing leader with 15+ years of experience spanning across multiple industries. As the Director of Marketing for Confluence Financial Partners, Marissa is responsible for leading the company’s marketing strategy, brand development, and innovation. Her extensive background in strategic planning, event management, branding, and design has made her a versatile force in shaping successful campaigns and initiatives.

    Marissa’s marketing journey began at Edinboro University of Pennsylvania, where she earned a Bachelor of Fine Arts degree with a concentration in Graphic Design. Marissa has consistently leveraged her creative skills to elevate marketing initiatives, blending creativity with strategic thinking to deliver solutions that resonate with target audiences.

    Outside of her professional life, Marissa enjoys traveling. She has explored the vibrant cultures of Japan, Italy, and Cuba, and beyond. A proud resident of the South Hills, Marissa enjoys gardening and embarking on home DIY projects. At home, she is kept company by her fiancé Nick, two dogs, and two cats, who are always by her side as she balances work, creativity, and personal passions.

  • Chuck Zuzak

    Chuck joins Confluence Financial Partners with 13 years of experience in the financial services industry, most recently as Director of Financial Planning at JFS Wealth Advisors. At a fundamental level, Chuck’s passion for financial planning stems from the desire to help clients connect their personal values and purpose with their financial resources. His areas of focus have included multi-generational wealth planning, asset protection strategies, tax planning, Social Security optimization, risk management analysis, and concentrated stock planning.

    Chuck earned his Bachelor of Science in Business Administration, Finance, and Economics from the University of Pittsburgh. He is a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™ professional.

    Chuck and his wife reside in Mt. Lebanon with their two young children. They belong to Westminster Presbyterian Church in Upper St. Clair Township.

  • Sophia Hudson

    Sophia’s passion to serve clients in the financial service industry developed at a young age as she was exposed to discussions with her family’s financial planner. As the years went on, Sophia’s understanding of how financial peace of mind and the power of wealth creation can impact one’s life and family’s life grew and directed her to a career in the financial services industry.

    Sophia attended Lafayette College and earned a Bachelor of Arts in Economics. While at Lafayette, she was a member of the Women’s Soccer Program, serving as captain her senior year, and earned Lafayette’s Certificate in Financial Policy and Analysis. Sophia was an intern at Confluence, earned her Certificate of Financial Planning from Boston University and holds the CERTIFIED FINANCIAL PLANNER™ certification. Currently, she serves as a Associate Wealth Manager on the Cashdollar Team where she utilizes her financial planning and interpersonal skills working with clients and their families. She has spent significant time with the Investment Advisory and Wealth Planning Teams and currently sits on the Investment Advisory Committee.

    Sophia is a member of Northway Christian Community Church. Outside of the office, she enjoys working out, playing the occasional game of pick-up soccer, and taking on home renovation projects within her Oakmont residence.

  • Katie Thornhill

    Katie Thornhill leads Confluence Financial Partners as Chief Compliance Officer. In this role, Katie’s focus is to learn and interpret industry rules to keep clients safe and Confluence compliant on a firm level. Katie became interested in compliance early in her career as she began to see the connection between rules and regulations, how they improve the client experience, and how trust between the client and firm is built over time. Katie finds that each day brings a new topic, inquiry, or question which is both challenging and fulfilling. She enjoys the challenge of implementing new rules and processes, and seeing them come to fruition at the client, advisor, and firm level.

    Katie graduated from the University of Pittsburgh with a Bachelor of Science in Business Administration. She began her career at PNC in retail banking sales and then pivoted to the investment side of the industry and spent time as a trader at Hefren-Tillotson. In her time as a trader, Katie learned how portfolios were built and managed, and the connection compliance had within that process. Katie shifted to the compliance team where she focused on internal audits, anti-money laundering, public communications review, regulatory exams, variable annuity approvals, developing compliance testing programs, and training advisors. In her new role at Confluence, Katie will be developing a vision for the compliance role as the number of associates and clients grows, identify potential areas of risk and develop mitigation procedures, keep up to date with new rules and help determine how the firm will implement them, provide compliance training to associates and perform ongoing testing to keep the firm compliant with all new and existing regulations.

    Originally from Moon Township, Katie and her husband Jordan reside in the Greentree Borough and have a great big yard for their two Bernese Mountain dogs, Honey and Bee. In addition to doing home projects, reading, being with her husband, her friends and family (including 5 nephews and niece), traveling the world is her favorite and most humbling passion. She has visited 22 countries and she and her husband plan to visit as many as they can in their lifetime! Katie enjoys seeing how other cultures live day to day as it helps her value the simplicities in life and not to take anything for granted.

  • Jacob Fahringer

    Jacob Fahringer began his career as an educator with the desire to help students and families improve their lives. Now, as the Chief People Officer at Confluence, Jacob allows that same desire to fuel his support of the entire associate team.

    Jacob graduated Cum Laude from Grove City College, with a degree in education. He was also recognized as the college’s Student Teacher of the Year in 2014. Following years of teaching middle and high school English, Jacob began an administrative career in both private schooling and as a government contractor for the US Department of Labor. During this tenure, Jacob served as an Academic Manager, Training Director, and Center Director for the operations of Job Corps Centers in Washington, D.C. and Charleston, WV. These positions involved the essential human resources functions that Jacob handles every day as the Chief People Officer at the firm. Jacob brings a unique perspective and ability to think outside the box, coupled with a strong desire to support associates, no matter where they are in their career journey. Jacob is a Certified Human Resources professional with SHRM, the Society for Human Resources Management.

    Jacob is a central Pennsylvania native, who grew up in the small city of Sunbury, north of Harrisburg. Outside of work, Jacob goes hiking almost every weekend, spends time being goofy with his 5-year-old son, Kiran, and travels as often as he can. Jacob and Kiran live in the Oakdale area.

  • William Winkeler Jr.

    Bill has more than 12 years of experience in the investment industry, most recently as Managing Director of Investments at a private wealth management firm. In his role at Confluence, Bill chairs the Investment Advisory Committee and develops and implements investment strategy for clients of the firm, as well as communicates investment content with clients.

    Bill attended the University of Pittsburgh, where he earned a Bachelor of Science degree in Finance. He is a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™ professional.

    Originally from Philadelphia, Bill and his wife, Emilie, now reside in the North Hills with their children. Bill is a loyal Pittsburgh Panther football and basketball fan as well as English Premier League soccer.

  • Brian Stout

    Brian entered the retirement plan market in 1994 and has been working with employers and plan participants since. He realized at the early stages of his career that he enjoyed helping people and saw that working in the retirement services field gave him the ability to reach a broader audience. In his current role of Director of Retirement Plan Services, Brian delivers consulting and advisory services designed to deliver retirement plans that are results oriented, cost-effective, and maintain fiduciary compliance.

    Prior to joining Confluence Financial Partners, Brian worked as a Senior Retirement Plan Consultant at a prominent regional retirement consulting firm. In addition, he spent a number of years in a retirement sales leadership role for Principal Financial Group in Pittsburgh. Brian earned his B.S. degree in Business Administration from Waynesburg University. Brian holds a Series 65 professional license and maintains his Accredited Investment Fiduciary designation as well as the Certified Retirement Plan Specialist designation.

    Brian is a native of Pittsburgh, growing up in the South Hills where he currently resides with his wife Sharon and their three dogs. As a new empty nester, Brian fills his recently found downtime being physically active, biking, golfing and following Big 10 sports.

  • Jackson Elizondo

    Jackson Elizondo is dedicated to making a positive impact in his community, a commitment that led him to a career in wealth management. Jackson understands the importance of integrity and trust when building a relationship, and is focused on helping clients by working as a team to enhance their financial plan and reach their personal goals.

    Jackson graduated from Boston University with a Bachelor of Science in Mechanical Engineering and commissioned as an officer in the United States Air Force. While on active duty, he earned a Master of Science in Aerospace Engineering from the University of Dayton. In 2018, Jackson earned a Professional Certificate in Financial Planning from Boston University and holds the CERTIFIED FINANCIAL PLANNER™ certification. Jackson continues to serve in the Air Force Reserve at the 911th Airlift Wing in Pittsburgh.

    Committed to giving back to his community, Jackson serves on the Board of Directors for the Boys & Girls Club of Western Pennsylvania and volunteers with the Malone Family Foundation. He is passionate about helping underprivileged youth and raising awareness about military mental health. In his free time, Jackson stays active by running and swimming and enjoys traveling with his wife, Kirsten, exploring the outdoors.

  • Loren Paul Fiffik

    Loren joined Confluence Financial Partners as a Wealth Manager in 2019, bringing over 20 years of experience in the financial services industry.

    Prior to joining Confluence, Loren was an financial advisor at PNC Investments, where he provided exceptional care and guidance to clients in the Eastern Suburbs of Pittsburgh. He began his career as a licensed associate at KeyCorp/McDonald Investments before becoming a financial advisor associate at UBS, where he concentrated on conducting research for client portfolios and providing essential wealth management services. Loren holds a Bachelor of Arts degree in Economics from Indiana University of Pennsylvania and has earned his CFP® certification through Duquesne University.

    Loren’s roots in a family-owned grocery business in the Laurel Highlands have profoundly influenced his approach to wealth management. This background has given him unique insights into the challenges and aspirations of small business owners, allowing him to communicate effectively about financial goals and develop tailored strategies for his clients. His firsthand experience with family business dynamics enables him to navigate complex financial decisions while considering both personal and professional objectives.

    In his free time, Loren enjoys outdoor activities such as fishing and sport shooting, including skeet, sporting clays, and trap. He remains active in his community as a member of the Forest Hills Planning Committee and volunteers at the Red Door Pittsburgh, part of Divine Mercy Parish. Loren and his wife, Janel, are proud parents to their two children, Sebastian and Wila. They are thoroughly enjoying this stage of parenthood.