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Clarity. Not Complexity.


Investor Access

A common sense team with a common goal – serving you

When it comes to investment management, common sense dictates a team approach – and our advisors do just that. You will receive a broader scope of expertise than you would likely find in any one person. Our advisors will work hard to understand your unique circumstances so that you receive a plan fit for you – not an off-the-shelf, prepackaged solution but a plan that is personalized to you and the pursuit of your goals.

Greg Weimer

Greg Weimer
Partner, Confluence Financial Partners, Wealth Manager, RJFS
James Wilding

James Wilding
Partner, Confluence Financial Partners, Wealth Manager, RJFS
Jen Boeckmann

Jen Boeckmann
Client Service Associate
Thomas Browand

Thomas Browand
Wealth Manager, RJFS
Mark Eckels

Mark Eckels
Wealth Manager, RJFS
Karen Harsh

Karen Harsh
Office Manager
Randy Holcombe

Randy Holcombe
Financial Advisor
Jonathan Jordan

Jonathan Jordan
Financial Advisor
Kurt Kimmich

Kurt Kimmich, AAMS®
Wealth Manager, RJFS
Charles Kolias

Charles Kolias
Wealth Manager, RJFS
Abby Marshall

Abby Marshall
Practice Administrative Coordinator
Patricia Nichols

Patricia Nichols
Client Service Associate
Neil Rongaus

Neil Rongaus
Wealth Manager, RJFS
Zachery Saunders

Zachery Saunders
Client Service Associate
Richard Selker

Richard Selker
Wealth Manager, RJFS
Heather Stover

Heather Stover
Senior Client Service Associate
Connie Sylvester

Connie Sylvester
Senior Registered Associate
Joseph Tabaka Jr.

Joseph Tabaka Jr., CFP®
Wealth Manager, RJFS
Chuck Ziants

Chuck Ziants
Financial Advisor
Colleen Zysk

Colleen Zysk
Client Service Associate

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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Investment advisory services offered through Raymond James Financial Service Advisors, Inc. Confluence Financial Partners is not a registered broker/dealer, and is independent of Raymond James Financial Services.
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