About Us

Confluence Financial Partners was founded on the belief that there is a better way of doing things. It begins with the way we treat people. We strive to care for our employees and our clients like family and cultivate deep, long-term relationships through a set of core values - trust, excellence, dedication, teamwork and gratitude.

We believe there is a better way to approach investing, too. We've assembled a highly skilled team of professionals committed to a higher standard, for every client. The responsibility of caring for a family's financial independence is too great to do things any other way.

Why we're different

What separates Confluence is a common-sense purpose brought to life by uncommon passion — shared by some of the brightest minds in the industry — a combination that has earned the trust of our clients.

We have a strong sense of passion and experience in investment management. Our mission is to create a new standard for helping clients and their families manage their wealth and achieve their financial goals. Because we understand it's more than just your investments we're caring for.

Concierge-style, personalized service backed by the world-class resources of Raymond James.Customized ServiceOptimize your financial life, now through retirement, succession, legacy and generations beyond.Comprehensive PlanningWe carefully create and manage investment portfolios whose success is measured by the likelihood of achieving your goals, not arbitrary indexes.Objective-Based PortfoliosWe first establish where you want to go — your objective is always true north.Your Needs, Goals & Dreams

Invested In
The Community

We don't just work here. We live here. Raise our children here. We have a real stake in our local communities, schools and institutions. As a company that cares and as individuals who are emotionally and financially invested in this area, we get involved by supporting events, organizations and initiatives that enrich the lives of everyone who lives here.

Our Team

Our associates consist of experienced professionals committed to developing lifelong relationships with our clients. Not only will you find our team members knowledgeable, but you will also discover that our associates truly care about helping you achieve your goals.

James A. Wilding

Partner, Confluence Financial Partners
Wealth Manager, RJFS

Gregory J. Weimer

Partner, Confluence Financial Partners
Wealth Manager, RJFS

Tonya Barta

Receptionist-Client Service Associate

Brandon Corlett

Registered Client and Branch Compliance Associate

Mary Crouse

Practice Administrative Coordinator

Mark K. Eckels

Wealth Manager

Nathan R. Garcia

Wealth Manager

Karen A. Harsh

Administrative Assistant

Randall J. Holcombe, CFP®

Financial Advisor

Jonathan H. Jordan

Wealth Manager

Ryan Kennedy

Director of Operations, Confluence FP

Kurt E. Kimmich, AAMS®

Wealth Manager

Charles Kolias

Wealth Manager

Katie Montagazzi

Client Service Associate

Patricia J. Nichols

Client Service Associate

Neil P. Rongaus, CFP®

Wealth Manager

Richard A. Selker

Wealth Manager

Heather Stover

Marketing and Communications Coordinator

Constance “Connie” Sylvester

Senior Registered Associate

Joseph Tabaka, CFP®

Wealth Manager

Chuck Ziants

Wealth Manager

Colleen Zysk

Client Service Associate

Careers at Confluence Financial Partners

Whether you're a seasoned veteran or you're looking to make your mark in the financial services industry, we offer the environment, support and resources to grow your career, or your business.

Join Our Team