Patricia J. Nichols

Client Service Associate

Patty draws on her years of financial experience to provide clients with unparalleled service. She began her career in 1998, on the global securities desk at Mellon Bank, followed by stints at A.G. Edward & Sons and Wells Fargo Advisors, before joining the Confluence team in 2015.

Raised in Aliquippa, Pennsylvania, Patty earned an associate degree in business and systems analysis at the Computer Systems Institute in Pittsburgh, an associate in accounting degree from Washington State Community College in Marietta, Ohio, as well as a bachelor’s in information technology with a concentration in multimedia and visual communication from the University of Phoenix.

Patty lives in Castle Shannon along with her daughter and her significant other. She is a member of the Italian Sons and Daughters of America and St. Germaine Catholic Church. Her hobbies include crafting and fundraising for community causes.

Meet Patty's Team

Chuck Ziants, CFP®

Wealth Manager

Gregory J. Weimer

Chief Executive Officer

Gregory J. Weimer II, CFP®, CPA

Chief Operating Officer

James A. Wilding


Katie Montagazzi, CFP®

Director of Marketing and Communication

Morgan Lee

Associate Financial Advisor

Neil P. Rongaus, CFP®

Wealth Manager

Randall J. Holcombe, CFP®

Director of Wealth Planning