Confluence Financial Partners

Kathleen Thornhill is a financial advisor at Confluence Financial Partners with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Hefren-Tillotson for nine years before joining Confluence in 2022. Confluence Financial Partners serves individual and institutional clients, including high-net-worth individuals, professionals, business owners, corporate executives, and retirement plan sponsors. The firm offers comprehensive wealth management, financial planning, and retirement plan consulting, using a fiduciary, goals-based process that combines active and passive strategies tailored to client objectives.

Barbara Battin is a financial advisor with Confluence Financial Partners, holding Series 63 and Series 65 credentials and 13 years of industry experience. She previously worked at CETERA Advisor Networks LLC and CashDollar & Associates, LLC. Outside of her advisory work, she serves as a committee member at Cochranton Community Church, where she oversees the budget, expenses, and audits financial records. Confluence Financial Partners serves individual and institutional clients, including high-net-worth individuals, business owners, and retirement plan sponsors. The firm employs a fiduciary, goals-based investment process that includes a mix of active and passive strategies, detailed retirement plan consulting, and portfolio management tailored to client objectives.

Brody Mull is a financial advisor at Confluence Financial Partners with a Series 65 credential and one year of industry experience. Prior to joining Confluence, he was a student at the University of Pittsburgh. Confluence Financial Partners serves individual and institutional clients, including high-net-worth individuals, business owners, and retirement plan sponsors. The firm provides comprehensive wealth management, investment management, and retirement plan consulting through a fiduciary, goals-based process that integrates both active and passive strategies.

Michael Touscany is a Certified Financial Planner® with 35 years of industry experience. He has worked at Confluence Financial Partners since 2024 and previously spent 12 years at Stifel Nicolaus & Co Inc. Confluence Financial Partners serves individual and institutional clients, including high-net-worth individuals, professionals, business owners, corporate executives, and retirement plan sponsors. The firm provides holistic wealth management, financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, emphasizing a fiduciary, goals-based process with both active and passive strategies.

Brandon Beck is a financial advisor with Confluence Financial Partners in Naples, FL, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at SOFA, PFS Wealth Group, AE Wealth Management, FamilyWealth Advisers, Blackston Financial Advisory Group, Beck LLC, and Brookstone Capital Management. Confluence Financial Partners serves a diverse client base including high-net-worth individuals, professionals, business owners, corporate executives, and retirement plan sponsors. The firm employs a fiduciary, goals-based approach to wealth management, offering individualized portfolios with active and passive strategies, retirement plan consulting, and insurance services through an affiliate.

Joseph Tabaka is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Confluence Financial Partners and has previously worked at Raymond James Financial Services and Wells Fargo Advisors. Tabaka holds Series 63 and Series 66 licenses and is also a licensed insurance agent. Confluence Financial Partners serves individual and institutional clients, including high-net-worth individuals, business owners, and retirement plan sponsors. The firm offers comprehensive wealth management, investment management, and retirement plan consulting, employing a fiduciary, goals-based process with a combination of active and passive strategies.

Zachery Saunders is a CFP® with eight years of industry experience, currently serving as a financial advisor at Confluence Financial Partners. He previously worked at Raymond James Financial Services and has experience at the University of Pittsburgh. Saunders holds a Series 66 license and is also involved as a licensed insurance agent related to insurance and annuity products. Confluence Financial Partners serves individual and institutional clients, including high-net-worth individuals, business owners, and retirement plan sponsors. The firm provides holistic wealth management, investment management, retirement plan consulting, and insurance services, employing a fiduciary, goals-based approach that combines active and passive strategies tailored to client objectives.

Steven Hykes is a financial advisor at Confluence Financial Partners with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera Investment Advisers LLC, Cetera Advisor Networks LLC, and CashDollar & Associates. Confluence Financial Partners serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm employs a fiduciary, goals-based approach to wealth management and investment strategies, combining active and passive methods with regular portfolio reviews.

Thomas Fitzsimmons is a Series 65-licensed advisor with Confluence Financial Partners, bringing experience from roles at Cashdollar & Associates, Grove City College, and Milliport Sigma. He has held various positions since 2014 and is involved with Krummholz Holdings LLC. Confluence Financial Partners offers wealth management and financial planning to a diverse client base, managing assets through active and passive strategies tailored for both larger and smaller accounts, and provides specialized services to retirement plan sponsors.

Richard Wingertsahn is a financial advisor at Confluence Financial Partners with two years of industry experience. He holds a Series 65 designation and previously worked at Fifth Third Wealth Advisors LLC and BNY Mellon, N.A. Prior to his financial services career, he held positions at Panera Bread Co and Denny's Diner. Confluence Financial Partners serves individual and institutional clients, including high-net-worth individuals, business owners, and retirement plan sponsors, offering comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a fiduciary, goals-based approach with a mix of active and passive strategies and utilizes proprietary and third-party investment management overseen by an Investment Advisory Committee.

Katherine Montagazzi is a CFP® and holds a Series 66 license with six years of industry experience. She is currently with Confluence Financial Partners and has prior experience at Raymond James Financial Services and Hub International. Montagazzi is also a licensed insurance agent offering insurance and annuity products. Confluence Financial Partners serves individual and institutional clients including high-net-worth individuals, business owners, and retirement plan sponsors. The firm provides comprehensive wealth management and financial planning, combining discretionary and non-discretionary investment management with retirement plan consulting and insurance services through an affiliate.

Kurt Kimmich is a financial advisor with Confluence Financial Partners, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Raymond James Financial Services and served as power of attorney for his father. Confluence Financial Partners serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, offering comprehensive wealth management, financial planning, and retirement plan consulting through a fiduciary, goals-based process that incorporates both active and passive investment strategies.

Paul Frey is a CFP® with 30 years of industry experience. He is currently with Confluence Financial Partners and previously worked at Stifel, Nicolaus & Company, Incorporated for 13 years. Confluence Financial Partners serves individual and institutional clients, including high-net-worth individuals, professionals, business owners, corporate executives, and retirement plan sponsors. The firm provides holistic wealth management and financial planning, discretionary and non-discretionary investment management, retirement plan consulting, and insurance services through an affiliate, using a fiduciary, goals-based process with both active and passive strategies.

Sophia Kann is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Confluence Financial Partners. She has been with Confluence since 2020, with intermittent periods as a student during that time. Confluence Financial Partners serves individual and institutional clients, including high-net-worth individuals, business owners, and retirement plan sponsors. The firm provides holistic wealth management, discretionary and non-discretionary investment management, and retirement plan consulting, employing a fiduciary, goals-based process that combines active and passive strategies tailored to client objectives.

Jared Nicholson is a financial advisor at Confluence Financial Partners in McMurray, PA, holding a Series 65 designation. He has prior experience working with Lifestyle Marketing and spent ten years with the Upper St Clair School District. Confluence Financial Partners serves a diverse client base including high-net-worth individuals, business owners, and retirement plan sponsors. The firm provides holistic wealth management, retirement plan consulting, and both discretionary and non-discretionary investment management using a fiduciary, goals-based process.