Randall J. Holcombe, CFP®

Director of Wealth Planning

The opportunity to make a positive difference in people’s lives is why Randy Holcombe 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 two boys in Ross Township. The family attends New Community Church.

Certified Financial Planner Board Standards Inc. owns the certification marks CFP ®, CERTIFIED FINANCIAL PLANNER ™  and CFP® in the U.S.


Meet Randy's Team

Gregory J. Weimer

Chief Executive Officer

James A. Wilding


Morgan Lee

Associate Financial Advisor

Katie Montagazzi, CFP®

Director of Marketing and Communication

Patricia J. Nichols

Client Service Associate

Neil P. Rongaus, CFP®

Wealth Manager

Gregory J. Weimer II, CFP®, CPA

Chief Operating Officer

Chuck Ziants, CFP®

Wealth Manager