Confluence Financial Partners Information
Contact top employees from
Confluence Financial Partners
Summary
At Confluence Financial Partners, we seek to build lasting relationships through a dynamic, client-focused approach that keeps the goal of your long-term success at the core of everything we do.
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Industries
Financial Services
Headquarters Location
Employees Size
100-200 employees
Specialties
Retirement Planning, Estate Planning, Social Security Analysis, Tax Planning, Investment Management, Employee Benefit Review, Insurance Planning, Cash Flow Analysis, Business Consulting, Non-Profit Consulting, Philanthropic Planning, Education Planning, Business and Retirement Plans, Corporate Cash Management
Contact Confluence Financial Partners
Organization Website
Social Links
Phone Number
7242718801
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2010 | Privately Held | 1 - 25 | 2.2M | $0 | |
| 2007 | Partnership | 1-10 | < 1M | $0 | |
| 1996 | Privately Held | 1-10 | - | $- | |
| 1973 | - | 10-50 | - | $- |
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Length of Employment
Employee tenure at Confluence Financial Partners shows a diverse range of experience levels:
5% have been with the company for less than 1 year23% for 1–2 years14% for 3–4 years18% for 5–7 years18% for 8–10 years23% have over 11 years of service at Confluence Financial PartnersEx-employees positions
In Company
In New Company
Contact top employees from
Confluence Financial Partners
Gregory Weimer II
President
Scott Rogowicz
Wealth Manager
Eric Michalski
Client Service Associate
George Epitropoulos
Wealth Associate
Joscelyn Ebbert
Client Service Associate
Michael Touscany
Wealth Manager
William Winkeler Jr
Chief Investment Officer
Brian Stout
Director of Retirement Plan Services, Confluence Financial Partners
Jacob Fahringer
Chief People Officer
Katie Montagazzi
Wealth Manager
Mark Koughan Eckels
Wealth Manager
Kurt Kimmich
Wealth Manager
Charles Kolias
Wealth Manager
Marissa Dinello
Director of Marketing
Chuck Ziants
Wealth Manager
Melissa Pirosko
Wealth Manager
Neil Rongaus
Wealth Manager
Colleen Jenson
Client Service Associate
Nick Proud CFP®
Wealth Manager
Greg Weimer
Chief Executive Officer
Patricia Zysk
Client Services Associate
Thomas Browand
Wealth Manager
Joseph Tabaka
Wealth Manager
Brandon Corlett
Wealth Manager
Jonathan Jordan
Wealth Manager
Jackson Elizondo
Wealth Manager
Morgan Lee
Wealth Manager
Corey Taylor
Wealth Associate
Sean Stevenson
Wealth Associate
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FAQ
Confluence Financial Partners operates in the Financial Services industries. More details can be found on the official website: confluenceFP.com.
The headquarters of Confluence Financial Partners are located in McMurray, United States.
You can contact Confluence Financial Partners by phone at 7242718801.
Confluence Financial Partners currently employs 100-200 people.
Well-known competitors of Confluence Financial Partners include Ark Financial, Bespoke Investment Group, Opus Capital Management and Jacobs Financial.
