Team Group: Advisors

  • Jonathan Jordan

    Jonathan brings nearly a decade of experience in the financial services industry to his practice, which serves the needs of individuals, families, and business owners. He helps clients identify and clearly articulate their financial goals through his ability to connect deeply and listen thoughtfully. From that foundation, he tailors a holistic financial plan that ultimately drives the investment portfolio decisions for each client’s unique situation.

    Jonathan began his career in 2013 at Federated Hermes and joined the team at Confluence in mid-2014.

    He and his wife, Minja, are actively involved in the communities in which they live. They hold Soldiers and Sailors Memorial Hall & Museum Trust, Naples Botanical Garden and the many wonderful public parks in Allegheny and Collier counties especially close to their hearts. In his free time, Jonathan continues to build on his collegiate tennis career through competition in (any & all) racquet sports and finds balance in practicing yoga, listening to live music, and reading. Most of all, he enjoys spending time with his family.

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  • Randy Holcombe

    The opportunity to make a positive difference in people’s lives is why Randy chose a career in wealth management. He is passionate about helping his clients achieve their goals and cut through the constant noise of the day-to-day financial markets.

    Randy has built relationships as a trusted advisor to his clients through his work ethic, diligence, and attention to detail. Prior to joining the Confluence team, Randy gathered experience as an equity analyst for Motley Fool and Seeking Alpha. He earned his finance degree with honors from Grove City College.

    Outside the office, Randy enjoys spending time with his family and being outside as much as possible. An avid hockey fan, this Wisconsin native can often be found at the Pens game or playing hockey at a local rink. Randy lives with his wife, Melanie, and their three children in Ross Township. The family attends New Community Church.

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  • Greg Weimer

    At the core of his personal and professional life, Greg is passionate about helping individuals and families maximize their lives and legacies. His dedication to this mission shines through as an individual, wealth manager, and leader.

    With decades of experience in guiding clients’ wealth and nurturing the growth of individuals and families, Greg’s journey began in 1986 as a financial advisor. Greg went on to American Funds Distributors in 1993, where he became senior vice president and served on the Board of Directors. Recognized for his ingenuity, Greg earned American Funds’ Daniel C. Brown award for creativity and was a two-time winner of its Graham Holloway award, given to an associate who exemplifies the company’s core values.

    Greg attended the University of Pittsburgh and earned a business degree with a concentration in computer science and mathematics.

    Greg is passionate about giving back and making an impact on causes close to his and his family’s hearts. He is currently the Vice-Chair of the Childrens Hospital of Pittsburgh Foundation, where he is also Chair of the Development Committee and a member of the Finance Committee. Additionally, Greg is a Knight in the Order of Malta. Greg also serves on the Board of Directors of the South Hills Catholic Academy of Pittsburgh.

    Greg and his wife, Lori, live in Pittsburgh’s South Hills. They enjoy spending time with their four children and six grandchildren.

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