Kelly Hall

Client Service Associate

Working with people and helping them achieve their goals has been a constant in Kelly’s career across industries while working in Marketing, Promotions and Event Planning. Her client driven and customer service minded mentality is what led her to the Confluence Team as a Client Services Associate in 2020.

Raised in Bethel Park, Pennsylvania, Kelly earned her Bachelor’s Degrees in Communications Media and Hospitality Management from Indiana University of Pennsylvania in 2016.

Her passion for people keeps her busy, as she coordinates weddings in her free time. Her hobbies also include photography, camping and spending time with family.

Meet Kelly's Team

Gregory J. Weimer

Chief Executive Officer

James A. Wilding


Randall J. Holcombe, CFP®

Director of Wealth Planning

Morgan Lee

Associate Financial Advisor

Katie Montagazzi, CFP®

Director of Marketing and Communication

Neil P. Rongaus, CFP®

Wealth Manager

Gregory J. Weimer II, CFP®, CPA

Chief Operating Officer

Chuck Ziants, CFP®

Wealth Manager