Greg Weimer - Wealth Manager

Greg Weimer - Wealth Manager

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02/03/2022

This is great news for the 2100 families we serve!

Confluence is pleased to announce the addition of Bill Winkeler Jr., CFA, CFP®, Director of Investments, to the team.

In his new role, Bill will chair our Investment Advisory Committee, develop and implement investment strategy, and educate and communicate investment knowledge with our clients.

You can learn more about Bill by clicking the following link: https://bit.ly/3HtDbhC

02/19/2021

Feel free to give us a call if you would like a second opinion! We would love to help!

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