Gregory J. Weimer

Partner, Confluence Financial Partners
Wealth Manager, RJFS

In a profession that reveres experience, Greg Weimer has been guiding clients in the management of their wealth since 1986. His substantial breadth of experience led to his decision to co-found Confluence Financial Partners – and strive to set a new standard for the financial services industry.

Greg’s career began when he joined Butcher & Singer as a financial advisor. He moved to CNL Securities Corporation in 1989 and to American Funds in 1993, where he became a senior vice president and served on the board of directors. Greg earned American Funds’ Daniel C. Brown award for creativity and was a two-time winner of its Graham Holloway award, given to employees who exemplify the company’s core values. He earned his business degree at the University of Pittsburgh, with concentrations in computer science and math. Additionally, Greg also holds Series 24, 26, 7, 63 and 65 professional licenses.

Greg is dedicated to giving back to his community. He has served as Vice Chairman of the Washington City Mission, chairing the committee that built The Patriot House, a new 22-bed shelter for homeless veterans. He lives in Pittsburgh’s South Hills with his wife, Lori, and their four children. The family are active members of St. Louise de Marillac Church.

Meet Greg's Team

Katie Montagazzi

Client Service Associate

Neil P. Rongaus, CFP®

Wealth Manager

Brandon Corlett

Registered Client and Branch Compliance Associate

Chuck Ziants

Wealth Manager

Randall J. Holcombe, CFP®

Financial Advisor