Office Location: Sewickley

  • 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.

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  • Stephanie Bogden

    Stephanie believes that holistic financial planning and wealth management are foundational in allowing individuals to remove stress and become the architects of their own ideal lives. Stephanie feels this is best accomplished through building trust, education, giving sound advice, and becoming the quarterback for client financial decisions. It is this thought process that has kept her dedicated to the wealth management field for nearly two decades.

    In her role as Chief Operating Officer (COO), Stephanie works in conjunction with Confluence leaders to ensure that daily operations and processes are efficient and supportive of client service. She collaborates with leadership to assess and implement systems that allow for cohesion and consistency among departments while keeping Confluence on the cutting edge of technology and product offerings. These efforts, coupled with continuing to build and retain a highly capable team, will allow Confluence to serve clients for decades to come. 

    Stephanie received her Bachelor of Science in Economics from the University of Pittsburgh and her MBA from the University of Phoenix. She holds the Series 65 and also the WMCP® (Wealth Management Certified Professional) designation. Stephanie has a diverse background in financial services which spans wealth management, compliance, portfolio and investment management and comprehensive financial planning.  Most recently, she served for several years in a dual role as Chief Operating Officer and Chief Compliance Officer of another Pittsburgh based independent firm. 

    Stephanie resides in Findlay Township with her husband, four children and three dogs. She is very involved in the parent community at her alma mater, Sewickley Academy, where her youngest two attend school and she serves as a member of various committees. In her spare time, Stephanie loves to cook, enjoys all forms of physical fitness and travelling to any destination with sand and sunshine. 

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  • George Epitropoulos

    With nearly a decade of experience in financial services, George takes pride in guiding individuals and families through important financial decisions with clarity and care. Before joining Confluence Financial Partners, he worked at BNY Mellon, supporting institutional investors through fund accounting of derivative products and alternative assets, setting a foundation for executing detail-focused financial planning.

    George earned his Bachelor’s degree in Economics from the University of Pittsburgh. He is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification to further deepen his expertise and better serve clients through comprehensive planning and investment strategy.

    Outside the office, George is active in Pittsburgh’s Greek-American community and is a member of both the American Hellenic Educational Progressive Association (AHEPA) and Saint Nicholas Greek Orthodox Church. He enjoys coaching soccer, playing golf, and making annual trips to visit family and friends in Karpathos, Greece.

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  • Katie Montagazzi

    Katie has a passion for connecting with people and building relationships, which has been foundational to her work in marketing and wealth management. This passion drives her in helping clients and associates solve challenges and seize opportunities. At her core, Katie understands how financial planning and a strong relationship between advisor and client is about so much more than numbers; it’s about building confidence, maximizing both lives now and legacies in the future.

    After graduating from Penn State University with a Bachelor of Science in Finance and a minor in Economics, Katie earned an executive certificate in financial planning from Duquesne University in 2018. She holds the CERTIFIED FINANCIAL PLANNER™ certification.

    Katie is passionate about using her skills and talents to support meaningful causes. She serves as the Chair of the Young Professionals Board for Junior Achievement of Western PA. Additionally, she is a member of the Board of Directors for Network of Life, a local organization dedicated to providing life-affirming pregnancy services to families in Pittsburgh.

    Katie and her husband reside in Zelienople and have three sons. She attends Victory Family Church and can often be found boating or beachside with a book in hand, or gathered around a good meal with close family and friends.

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  • Joe Tabaka

    What does an individual seek when they hire a financial advisor? Honesty in pursuit of their goals, clarity in the investment planning process, and dedication to their family’s needs. These values describe Joe Tabaka’s approach.

    With more than 25 years of experience, Joe has been helping families reach their goals while striving to provide excellent service. Prior to joining Confluence Financial Partners in 2016, he and his partner founded the Kolias-Tabaka Wealth Management Team of Wells Fargo, where Joe served as a First Vice President–Investment Officer.

    A graduate of the University of Pittsburgh with a degree in economics, Joe is also a CERTIFIED FINANCIAL PLANNER™ professional. Additionally, he is a proud alumnus of Central Catholic High School in Pittsburgh. Over the years, Joe has stayed involved with his alma mater by coaching the hockey team, serving on the Auction Committee and the Letterman’s Club, and mentoring current students.

    Joe lives in Sewickley with his wife, Julie. Their three children are thriving on their own, successfully pursuing their respective careers.

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  • Zachery Saunders

    Known for his professionalism and calming demeanor, Zac is focused on helping his clients reach their financial goals through comprehensive financial planning and unbiased guidance.  Zac and his team support and care for the overall financial well-being of their clients.  Zac’s relationship with his clients – whether families & individuals or business owners & executives – remains the most gratifying aspect of his practice.  The Saunders Team is committed to making a positive difference in people’s lives.

    After a decade of working at the University of Pittsburgh, Zac decided to put his economics degree to work while merging his passion for helping others reach their financial & life goals.  While growing up, Zac had a deep interest in finance and learning about the stock market at a young age, when his grandfather first introduced him to investing and the significance of owning great companies as a shareholder.  His interest in business and serving others was also inspired by his father and their family plumbing business.

    Dr. Saunders attended the University of Pittsburgh where he graduated with a bachelor’s degree in both economics and psychology.  He holds a masters degree and doctorate degree in education from Pitt.  Zac was a recipient of the George I. Carson graduate fellowship while at Pitt and served as a football student manager for Pitt Football during his undergraduate days.  He also earned an executive certificate in financial planning from Northwestern University and holds the CERTIFIED FINANCIAL PLANNER™ designation. 

    Zac is a passionate advocate for various community organizations and is particularly interested in educational issues and financial literacy.  He currently serves on the Board of Trustees for the Community College of Beaver County and previously served as Chairman & Vice-Chairman of the Board.  Zac is also a member of the Pitt Varsity Letter Club and The Economic Club of Pittsburgh. 

    Zac resides in the Beaver Valley area with his wife, Lauren and their two daughters, Romy & Tory.  The family is active members of Mary, Queen of Saints Roman Catholic Parish.  He enjoys golfing, reading, outdoor activities, and spending time with family and friends.

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  • 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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