Why We Chose Confluence Financial Partners

09/05/2024 9 min Temporada 1 Episodio 29
Why We Chose Confluence Financial Partners

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