RJ Wingertsahn
RJ is passionate about helping clients lead more confident financial lives. With his deep interest in financial markets and economic trends, RJ brings both analytical insight and emotional intelligence to his work. He understands that behind every financial decision is a personal story, and he takes pride in uncovering what truly matters to each client. By tailoring financial plans to reflect individual values and goals, RJ aims to provide guidance that is strategic and deeply personal.
RJ began his career in wealth management at BNY Mellon after earning a Finance degree and Economics minor from Penn State. Over the years, he has advised multi-generational families, individuals, and foundations, helping him gain a broad perspective and an appreciation for the unique needs of each client. Inspired by Confluence’s internal values and clear vision, he joined the firm in 2025. He’s excited about the opportunity to continue delivering thoughtful advice and building lasting relationships.
Outside of work, RJ enjoys spending time with his wife, Elyssa, and their three children, Eva, Jackson, and Emerson. The family loves to travel, and RJ finds joy in cooking, skiing, and playing the occasional round of golf. He’s also deeply committed to youth sports, volunteering as a football and basketball coach in his community. RJ believes athletics are a powerful way to teach kids accountability, teamwork, and resilience, and he takes pride in helping young athletes grow both on and off the field.