Insights Episode Why We Chose Confluence Financial Partners

Imagine That

Why We Chose Confluence Financial Partners

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Join us for an insightful conversation with Greg Weimer, CEO, and the newest members of the Confluence Financial Partners Team:

                Rande Casaday, MBA | Wealth Manager

                Paul Frey, CIMA, CFP® | Wealth Manager

                Mike Touscany, CFP® | Wealth Manager

Rande, Paul, and Mike discuss the reasons for which they are excited to be a part of the team – including the culture of Confluence, access to local resources and expertise, and how a daily focus of “How can we add value to our clients lives?” will make an impact in both the short and long-term.

If you have questions or would like to connect with Rande, Paul, or Mike, please find their contact information below.

       | (412)815-4730

       | (412)815-4738

       | (412)815-4740

Confluence Financial Partners was nominated as one of the fastest growing companies in Pittsburgh by the Pittsburgh Business Times in 2022. Privately held Pittsburgh companies were ranked by revenue growth between 2019 and 2021. Companies must have had at least $2 million in revenue in 2021 to qualify. SHOOK Research is independent from Forbes and does not receive compensation from the advisors, firms, media, or any other source in exchange for placement on a ranking. The ranking algorithm reviews data weighted to ensure the priorities are given dynamics such as ‘best practices’, business models, business activity, etc. Each variable is graded and represents a certain value for each measured component.

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