Living Your Legacy by Confluence Financial Partners
Living Your Legacy explores the stories, strategies, and mindsets of individuals who are intentionally shaping their lives and the impact they leave behind. Hosted by Greg Weimer, CEO of Confluence Financial Partners, each episode features a wide range of voices from entrepreneurs and philanthropists to artists, community leaders, and change-makers.
Guests share how they define success, make purposeful decisions, and balance personal fulfillment with the legacy they are building.
Through these conversations, listeners gain meaningful takeaways they can apply to their own lives, including practical strategies for intentional living, thoughtful insights on leadership, career, and personal growth, and valuable perspectives on wealth, relationships, and impact. Each discussion is designed to inspire them to think more expansively about the mark they want to leave.
Whether you’re looking to elevate your career, strengthen your relationships, grow your resources, or live with greater purpose, Living Your Legacy is your guide to creating a life that matters, not just for today, but for generations to come.
Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A, Form CRS and the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov for further information regarding our investment services and their corresponding risks.
Living Your Legacy by Confluence Financial Partners
Latest Episodes
IT CEO Jason Esch on Technology, Leading with Purpose and Focusing on Family
What if the key to getting technology right has less to do with the software and more to do with how you lead the people behind it?Technology is often viewed as a tool, but for Jason Esch, it's a vehicle for solving meaningful business c...
Transforming Patient Lives through Philanthropy: Rachel Petrucelli of UPMC Children's Hospital Foundation
What happens when a deeply personal experience leads to a 22-year career raising hundreds of millions of dollars for children's health and philanthropy?In this episode, Greg Weimer sits down with Rachel Petrucelli, President of the U...
The Story of Sarris Candies with Bill Sarris: Making of a Family Legacy and Iconic Brand
What does it take to turn a basement candy operation into one of Pittsburgh's most iconic brands and keep it thriving across three generations?In this episode, Greg Weimer sits down with Bill Sarris to discuss how his father transformed ...
Chef Ezra Shapiro: From Conventional Success to Personal Fulfillment
What does it take to walk away from a successful career because you know it is not the life you want to build?In this episode, Greg Weimer sits down with Chef Ezra Shapiro, a private chef based in Western Pennsylvania who traded a career...
He's Helping Businesses Grow by Rethinking Digital Marketing in the Age of AI: Bill Bishilany on AI, Marketing, and Human Behavior
What if the most important thing about AI in business is not what it can do but how well you understand the people you are trying to reach?In this episode, Greg Weimer sits down with Bill Bishilany, founder of Mileage Design, to explore ...
