Team Group: Leadership

  • Marissa Dinello

    Marissa Dinello is a dynamic and results-driven marketing leader with 15+ years of experience spanning across multiple industries. As the Director of Marketing for Confluence Financial Partners, Marissa is responsible for leading the company’s marketing strategy, brand development, and innovation. Her extensive background in strategic planning, event management, branding, and design has made her a versatile force in shaping successful campaigns and initiatives.

    Marissa’s marketing journey began at Edinboro University of Pennsylvania, where she earned a Bachelor of Fine Arts degree with a concentration in Graphic Design. Marissa has consistently leveraged her creative skills to elevate marketing initiatives, blending creativity with strategic thinking to deliver solutions that resonate with target audiences.

    Outside of her professional life, Marissa enjoys traveling. She has explored the vibrant cultures of Japan, Italy, and Cuba, and beyond. A proud resident of the South Hills, Marissa enjoys gardening and embarking on home DIY projects. At home, she is kept company by her fiancé Nick, two dogs, and two cats, who are always by her side as she balances work, creativity, and personal passions.

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  • Stephanie Bogden

    Stephanie believes that holistic financial planning and wealth management are foundational in allowing individuals to remove stress and become the architects of their own ideal lives. Stephanie feels this is best accomplished through building trust, education, giving sound advice, and becoming the quarterback for client financial decisions. It is this thought process that has kept her dedicated to the wealth management field for nearly two decades.

    In her role as Chief Operating Officer (COO), Stephanie works in conjunction with Confluence leaders to ensure that daily operations and processes are efficient and supportive of client service. She collaborates with leadership to assess and implement systems that allow for cohesion and consistency among departments while keeping Confluence on the cutting edge of technology and product offerings. These efforts, coupled with continuing to build and retain a highly capable team, will allow Confluence to serve clients for decades to come. 

    Stephanie received her Bachelor of Science in Economics from the University of Pittsburgh and her MBA from the University of Phoenix. She holds the Series 65 and also the WMCP® (Wealth Management Certified Professional) designation. Stephanie has a diverse background in financial services which spans wealth management, compliance, portfolio and investment management and comprehensive financial planning.  Most recently, she served for several years in a dual role as Chief Operating Officer and Chief Compliance Officer of another Pittsburgh based independent firm. 

    Stephanie resides in Findlay Township with her husband, four children and three dogs. She is very involved in the parent community at her alma mater, Sewickley Academy, where her youngest two attend school and she serves as a member of various committees. In her spare time, Stephanie loves to cook, enjoys all forms of physical fitness and travelling to any destination with sand and sunshine. 

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  • Chuck Zuzak

    Chuck joins Confluence Financial Partners with 13 years of experience in the financial services industry, most recently as Director of Financial Planning at JFS Wealth Advisors. At a fundamental level, Chuck’s passion for financial planning stems from the desire to help clients connect their personal values and purpose with their financial resources. His areas of focus have included multi-generational wealth planning, asset protection strategies, tax planning, Social Security optimization, risk management analysis, and concentrated stock planning.

    Chuck earned his Bachelor of Science in Business Administration, Finance, and Economics from the University of Pittsburgh. He is a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™ professional.

    Chuck and his wife reside in Mt. Lebanon with their two young children. They belong to Westminster Presbyterian Church in Upper St. Clair Township.

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  • Katie Thornhill

    Katie Thornhill leads Confluence Financial Partners as Chief Compliance Officer. In this role, Katie’s focus is to learn and interpret industry rules to keep clients safe and Confluence compliant on a firm level. Katie became interested in compliance early in her career as she began to see the connection between rules and regulations, how they improve the client experience, and how trust between the client and firm is built over time. Katie finds that each day brings a new topic, inquiry, or question which is both challenging and fulfilling. She enjoys the challenge of implementing new rules and processes, and seeing them come to fruition at the client, advisor, and firm level.

    Katie graduated from the University of Pittsburgh with a Bachelor of Science in Business Administration. She began her career at PNC in retail banking sales and then pivoted to the investment side of the industry and spent time as a trader at Hefren-Tillotson. In her time as a trader, Katie learned how portfolios were built and managed, and the connection compliance had within that process. Katie shifted to the compliance team where she focused on internal audits, anti-money laundering, public communications review, regulatory exams, variable annuity approvals, developing compliance testing programs, and training advisors. In her new role at Confluence, Katie will be developing a vision for the compliance role as the number of associates and clients grows, identify potential areas of risk and develop mitigation procedures, keep up to date with new rules and help determine how the firm will implement them, provide compliance training to associates and perform ongoing testing to keep the firm compliant with all new and existing regulations.

    Originally from Moon Township, Katie and her husband Jordan reside in the Greentree Borough and have a great big yard for their two Bernese Mountain dogs, Honey and Bee. In addition to doing home projects, reading, being with her husband, her friends and family (including 5 nephews and niece), traveling the world is her favorite and most humbling passion. She has visited 22 countries and she and her husband plan to visit as many as they can in their lifetime! Katie enjoys seeing how other cultures live day to day as it helps her value the simplicities in life and not to take anything for granted.

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  • Jacob Fahringer

    Jacob Fahringer began his career as an educator with the desire to help students and families improve their lives. Now, as the Chief People Officer at Confluence, Jacob allows that same desire to fuel his support of the entire associate team.

    Jacob graduated Cum Laude from Grove City College, with a degree in education. He was also recognized as the college’s Student Teacher of the Year in 2014. Following years of teaching middle and high school English, Jacob began an administrative career in both private schooling and as a government contractor for the US Department of Labor. During this tenure, Jacob served as an Academic Manager, Training Director, and Center Director for the operations of Job Corps Centers in Washington, D.C. and Charleston, WV. These positions involved the essential human resources functions that Jacob handles every day as the Chief People Officer at the firm. Jacob brings a unique perspective and ability to think outside the box, coupled with a strong desire to support associates, no matter where they are in their career journey. Jacob is a Certified Human Resources professional with SHRM, the Society for Human Resources Management.

    Jacob is a central Pennsylvania native, who grew up in the small city of Sunbury, north of Harrisburg. Outside of work, Jacob goes hiking almost every weekend, spends time being goofy with his 5-year-old son, Kiran, and travels as often as he can. Jacob and Kiran live in the Oakdale area.

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  • William Winkeler Jr.

    Bill has more than 12 years of experience in the investment industry, most recently as Managing Director of Investments at a private wealth management firm. In his role at Confluence, Bill chairs the Investment Advisory Committee and develops and implements investment strategy for clients of the firm, as well as communicates investment content with clients.

    Bill attended the University of Pittsburgh, where he earned a Bachelor of Science degree in Finance. He is a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™ professional.

    Originally from Philadelphia, Bill and his wife, Emilie, now reside in the North Hills with their children. Bill is a loyal Pittsburgh Panther football and basketball fan as well as English Premier League soccer.

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  • Brian Stout

    Brian entered the retirement plan market in 1994 and has been working with employers and plan participants since. He realized at the early stages of his career that he enjoyed helping people and saw that working in the retirement services field gave him the ability to reach a broader audience. In his current role of Director of Retirement Plan Services, Brian delivers consulting and advisory services designed to deliver retirement plans that are results oriented, cost-effective, and maintain fiduciary compliance.

    Prior to joining Confluence Financial Partners, Brian worked as a Senior Retirement Plan Consultant at a prominent regional retirement consulting firm. In addition, he spent a number of years in a retirement sales leadership role for Principal Financial Group in Pittsburgh. Brian earned his B.S. degree in Business Administration from Waynesburg University. Brian holds a Series 65 professional license and maintains his Accredited Investment Fiduciary designation as well as the Certified Retirement Plan Specialist designation.

    Brian is a native of Pittsburgh, growing up in the South Hills where he currently resides with his wife Sharon and their three dogs. As a new empty nester, Brian fills his recently found downtime being physically active, biking, golfing and following Big 10 sports.

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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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  • 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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