Imagine That
Welcome to the 'Imagine That' podcast, a series of conversations about what matters most. Host Greg Weimer, CEO of Confluence Financial Partners, interviews some of the brightest minds around to help you learn to invest in yourself and take practical steps to get where you want to go. Whether you want to learn more about financial planning, nutrition, leadership — or you just need a motivational boost — this podcast exists to inspire you to live a well-planned life. • Confluence Financial Partners • 732 E McMurray Road McMurray, PA 15317 • Phone: 844.500.4655
Imagine That
Why We Chose Confluence Financial Partners
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.
Rande.Casaday@ConfluenceFP.com | (412)815-4730
Paul.Frey@ConfluenceFP.com | (412)815-4738
Michael.Touscany@ConfluenceFP.com | (412)815-4740