Insights that help empower smarter financial decisions.

We believe that the more you know, the better equipped you will be to make sound decisions. View Confluence’s library of resources to gain important insights to stay up to date on financial topics.

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William Winkeler Jr.

by William Winkeler

CFA, CFP®, Chief Investment Officer

Brian Stout

by Brian Stout

AIF®, CRPS®, Director of Retirement Plan Services

Zachery Saunders

by Zac Saunders

Ed.D., CFP®, AAMS®, Wealth Manager

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by martin_admin

Gregory Weimer II

by Gregory Weimer

CFP®, CPA, President

Greg Weimer

by Greg Weimer

Chief Executive Officer, Chairman

William Winkeler Jr.

by William Winkeler

CFA, CFP®, Chief Investment Officer

Chuck Zuzak

by Chuck Zuzak

CFP®, Director of Wealth Planning

Katie Montagazzi

by Katie Montagazzi

CFP®, Wealth Manager