In August of 2019, Confluence CEO, Greg Weimer sat down with a few of the firm’s younger associates to get their perspectives on wealth management, workplace culture, and life. Since that time, much has changed. In this episode, we catch up with those same professionals: Randall J. Holcombe, CFP®, Director of Wealth Planning; Katie Montagazzi, CFP®, Director of Marketing and Communication; Gregory Weimer II, CFP®, CEPA, Chief Operating Officer; and Chuck Ziants, CFP®, Wealth Manager. Join us as explore how Confluence has evolved, examine some of the reasons behind the firm’s success, and look ahead as we continue to improve and innovate on behalf of our clients.

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