Listen "Why We Chose Confluence Financial Partners"
Episode Synopsis
Join us for an insightful conversation with Greg Weimer, CEO, and the newest members of the Confluence Financial Partners Team: Rande Casaday, MBA | Wealth Manager Paul Frey, CIMA, CFP® | Wealth Manager Mike Touscany, CFP® | Wealth Manager Rande, Paul, and Mike discuss the reasons for which they are excited to be a part of the team – including the culture of Confluence, access to local resources and expertise, and how a daily focus of “How can we add massive value to our clients?” will make an impact in both the short and long-term. If you have questions or would like to connect with Rande, Paul, or Mike, please find their contact information below. [email protected] | (412)815-4730 [email protected] | (412)815-4738 [email protected] | (412)815-4740
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