Team Group: Advisors

  • Paul Frey

    Paul comes to Confluence with more than 30 years of experience in the financial services industry. Paul’s mission is to improve his clients’ lives by providing caring, knowledgeable financial advice and tangible solutions that help them attain their lifetime goals and aspirations. He has focused his practice on holistic financial planning including goals-based investment management, risk management, estate planning, and a special focus on retirement income planning.

    Prior to joining Confluence, Paul served clients at Stifel Financial, A.G. Edwards, and Wells Fargo. Paul is a graduate of Penn State and holds a MBA from the University of Pittsburgh. He is also a Certified Investment Management Analyst and holds the CERTIFIED FINANCIAL PLANNER™ certification.

    Paul and his wife, Lori, live in Peter’s Township where they enjoy spending time with their children, grandchildren, and family dogs. Paul enjoys traveling, especially hiking in Arizona, and reading about global geopolitics.

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  • Mike Touscany

    Mike joins Confluence with more than 30 years of experience in the wealth management industry. Mike’s passion is working with clients and their families and providing solutions for a well-lived life.

    Prior to joining Confluence, Mike served clients at Stifel Financial, A.G. Edwards, and Wells Fargo. He is a graduate of the University of Wisconsin- Eau Claire and received his MBA from the University of Pittsburgh. Mike enjoys providing holistic financial planning and investment management solutions to clients and holds the CERTIFIED FINANCIAL PLANNER® certification.

    Mike is a Michigan native, avid boater, and hockey player. He and his wife reside in Mt. Lebanon where they participate in their church’s Food Lift program that delivers to local food shelters. The couple’s most prized hobby is spending time with their three daughters.

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  • Rob Linkowski

    Rob Linkowski brings more than 35 years of experience in designing and providing quality life and disability insurance programs to his clientele of medical professionals, business owners, family and friends. Rob is passionate about advocating for his clients and not the insurance companies.  

    After graduating from Duquesne University in 1989 with a bachelors in Business Administration, Rob began his career at Equitable Life Insurance Company. Shortly thereafter, he founded The RJL Group, Ltd., an insurance firm that focused on life and disability insurance planning for physicians, dentists and a variety of other professionals. Rob’s specialty is making sure his clients receive a comprehensive insurance evaluation for their specific needs. At Confluence, Rob takes a consultative approach when working with individuals and families to design the most appropriate and cost effective insurance protection.  

    Rob is a lifelong resident of Pittsburgh. He and his wife, Andrea live in Mt. Lebanon where they raised their four children. Rob is a faithful parishioner at St. Paul of the Cross Parish. He enjoys tending to his yard and flower garden, traveling to SEC football games, managing a national fantasy football team but most of all spending time with his family.  

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  • Scott Rogowicz

    Scott brings years of experience and deep relationships to the team at Confluence Financial Partners. He has a passion for serving clients from multiple generations. It is not uncommon for Scott to have worked with three generations of a single family. This uniqueness in his business makes him a great fit for the team at Confluence.

    Scott began his career with the US Coast Guard before attending the University of Pittsburgh, where he graduated summa cum laude with a degree in Finance and Economics. Scott began serving clients and building his business with The Ayco Company, a Goldman Sachs Company, in 2007 and has since spent time with other wealth management firms over the years, most recently with Stifel Nicolaus.

    For Scott, the most enjoyable part of being an advisor is seeing his client’s reaction when he’s able to illustrate that their goals are possible and provide them the steps necessary to achieve them. The moment a client realizes there is more to the process than simply investing as much as possible, but instead providing an answer to the “why are we investing and can/how do we get it done?”  is what Scott enjoys the most.

    Scott was born and raised in Pittsburgh, which is why doing business and raising his family here is so special. Scott and his wife, Jessica, and their two children, Hailey and Drew, and two dogs (Rusty & Clark) reside in Peters Township. Scott enjoys watching his son play youth ice hockey for SHAHA and watching his daughter dance for Ultimate Dance Complex. In his spare time, Scott coaches for Peters Township Youth Baseball. Scott is actively involved in The Pittsburgh Melanoma Foundation, which was founded by his wife, who is a two-time melanoma survivor! The foundation raises awareness and funds for melanoma research.

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  • Melissa Pirosko

    Melissa’s love of investing combined with her desire to help and serve others led her to a career in wealth management. Melissa enjoys working with clients to help them reach their financial goals and focuses on building long term relationships with each of her clients based on integrity and trust. She is driven to exceed her client’s expectations.   

    Melissa graduated from Penn State University with a Bachelor of Science degree in Mathematics and a minor in Economics, she then went on to receive her MBA. She served her country as an officer in the United States Air Force. After the Air Force, Melissa started her investment career in real estate and then joined the team at Confluence Financial Partners. Melissa is an Investment Advisor Representative and holds the Series 65 as well as her insurance licenses. She is currently working toward finishing the Certified Financial Planner ™ certification. 

    Melissa enjoys giving back to the community by volunteering with different service organizations and children’s youth sports. She is intimately involved with the TC Open Foundation, a 503c children’s charity.  She is an avid runner and fitness enthusiast, loves to travel and when not at the office, you will usually find her on the sideline of a soccer field. Melissa and her husband, Tom, are both natives of and currently live in Peters Township where they are raising their four daughters, Lexi, Addie, Mandy and Avery. 

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  • Brian Ripley

    Brian has worked in the financial services industry for more than 20 years and has focused his practice on clients ranging from individuals to organizations and businesses. The most rewarding part of Brian’s career has been working with multiple generations of families and watching them grow both personally and professionally. The relationship Brian has built with his clients is his favorite part of his role as an adviser.

    Prior to joining Confluence as an investment adviser representative, Brian spent time at Huntington Bank as a Portfolio Manager within their trust department. Most recently, he was with Oppenheimer as a Senior Portfolio Manager. Brian graduated from Indiana University with a Bachelor of Science in Business.

    He resides in Upper St. Clair with his wife, Amy, and their six children. In his spare time, Brian enjoys tennis, golf, and loves being outdoors with his family, especially skiing and hiking. He also enjoys live music and is an avid reader, focusing his reading on behavioral science or history.

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  • Nick Proud

    Throughout his life, Nick has been placed in numerous leaderships roles from sports to education, and business. The cornerstone of his leadership involves communication, integrity, perseverance, and a passion for seeing others succeed. Nick believes that this passion can be best utilized in the financial services industry where he will form long lasting relationships with individuals and families by helping them achieve their financial goals and instilling financial confidence.

    Prior to joining Confluence, Nick was a sales manager for a local Pittsburgh based company, where he continued to grow in his leadership, finance, and business skills while successfully exceeding established business objectives. His results driven mindset will serve as a conduit for helping clients accomplish their personal financial goals and in doing so, maximize their lives and legacies.

    Nick earned a marketing degree from the Carl H. Lindner College of Business at the University of Cincinnati. While there, he played on the men’s golf team and served as co-captain two of the four years.

    Originally from Cincinnati, Nick now resides in the Southpointe/Canonsburg area with his wife, Lauren, and their children, Luca and Mackenzie. They are members of the St. Louise de Marillac Church. Outside the office, Nick enjoys spending time with family and friends, playing golf, reading, traveling, outdoor activities and watching his favorite sports teams.

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  • Jackson Elizondo

    Jackson Elizondo is dedicated to making a positive impact in his community, a commitment that led him to a career in wealth management. Jackson understands the importance of integrity and trust when building a relationship, and is focused on helping clients by working as a team to enhance their financial plan and reach their personal goals.

    Jackson graduated from Boston University with a Bachelor of Science in Mechanical Engineering and commissioned as an officer in the United States Air Force. While on active duty, he earned a Master of Science in Aerospace Engineering from the University of Dayton. In 2018, Jackson earned a Professional Certificate in Financial Planning from Boston University and holds the CERTIFIED FINANCIAL PLANNER™ certification. Jackson continues to serve in the Air Force Reserve at the 911th Airlift Wing in Pittsburgh.

    Committed to giving back to his community, Jackson serves on the Board of Directors for the Boys & Girls Club of Western Pennsylvania and volunteers with the Malone Family Foundation. He is passionate about helping underprivileged youth and raising awareness about military mental health. In his free time, Jackson stays active by running and swimming and enjoys traveling with his wife, Kirsten, exploring the outdoors.

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  • Gregory Weimer II

    Gregory developed a passion for the financial services industry early in life, drawn to the meaningful impact investing and thoughtful financial planning can have on people’s lives. As President of Confluence Financial Partners, he helps lead the firm and manages the day-to-day operations while helping clients navigate their wealth management and financial planning needs as part of the Weimer Team. Gregory is committed to making the financial journey clear, personal, and rewarding — whether working with first-time investors or experienced, high-net-worth families.

    Prior to joining Confluence, Gregory worked for five years at Ernst & Young advising corporations on all of their tax accounting and consulting needs. He worked with a variety of clients ranging from small family-owned businesses to large publicly held corporations. Gregory graduated from Virginia Tech’s Pamplin College of Business with a degree in accounting and information systems. He also holds a Master’s degree in accounting from the University of Pittsburgh. In addition, Gregory holds the CERTIFIED FINANCIAL PLANNER™ certification and is a Certified Public Accountant (CPA) registered in the state of Pennsylvania.

    Gregory enjoys giving back to the community. He and his wife, Nicolet, are co-chairs of the Children’s Trust at Children’s Hospital of Pittsburgh and he is on the Board of Directors for the Peters Twp. Chamber of Commerce. In his free time, Gregory enjoys spending time with family and friends, watching sports, reading, and running. Gregory resides in the South Hills of Pittsburgh with his wife, Nicolet, and their four children, Adeline, Ella, Beau, and Hudson.

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  • Morgan Lee

    Morgan’s decision to pursue a career in financial services was driven by his desire to maximize his impact on those around him. Morgan strives to help clients develop and understand their financial and personal goals with clarity. He believes that the true measure of success in wealth planning is when you help clients identify and accomplish objectives that expand beyond just their plan and portfolio.

    Morgan graduated with a Bachelor of Arts in philosophy and strategic communications from Miami University. Morgan joined Confluence in 2019 and now holds the position of Wealth Manager. Morgan serves clients on the Weimer Team and also oversees the Compass Team, which is a service offered by Confluence that is structured for clients that utilize more basic financial planning solutions.

    Morgan currently lives in Scott Township with his wife, Molly, and daughters, Nellie and Ophelia. Outside of the office, Morgan enjoys golfing, hunting, and training Brazilian jiu-jitsu. Morgan is actively involved in supporting his community through charitable events and organizations such as Auberle and St. Michael the Archangel Parish. Morgan is also the founder of Red’s Locker, which is an organization that supports local youth sports organizations by providing them with new and used sports equipment.

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