Family Office
Confluence Financial Partners
Confluence Financial Partners (aka Confluence Wealth Services, Inc.) is a US investment advisory firm founded in 2021 and headquartered in McMurray, Pennsylvania.The investment approach is led by CIO William Winkeler, Jr., who joined in 2022 as director of investments. Before joining, Winkeler worked as a managing dire…
Decision-makers
Gregory Joseph Weimer
PRESIDENT
James Austin Wilding
SHAREHOLDER
Kathleen Ann Thornhill
CHIEF COMPLIANCE OFFICER
James A. Wilding
Vice Chair, Founder, Investment Advisory Committee Member & Partner
Gregory J. Weimer
Chief Executive Officer, Chair & Investment Advisory Committee Member
William R. Winkeler, Jr.
Chief Investment Officer & Investment Advisory Committee Chair
Joe Tabaka
Wealth Manager & Investment Advisory Committee Member
Sophia Hudson
Associate Wealth Manager & Investment Advisory Committee Member
Brian Stout
Director of Retirement Plan Services & Investment Advisory Committee Member
Brian W. Ripley
Wealth Manager & Investment Advisory Committee Member
Neil P. Rongaus
Wealth Manager & Investment Advisory Committee Member
Randy Holcombe
Wealth Manager & Investment Advisory Committee Member
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