Gregory Weimer II, CFP®, CPA

Experience

• 

  Baker Tilly Virchow Krause, LLP

  Jun 2012 - Aug 2012

  Intern
• 

  EY

  Jun 2013 - Jul 2013

  Tax Intern
• 

  EY

  Jul 2014 - Apr 2019

  • Tax Senior

    Oct 2016 - Apr 2019

  • Tax Staff

    Jul 2014 - Sept 2016
• 

  Confluence Financial Partners

  May 2019 - now

  Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is a 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 and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.govThe content on this page is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Financial Partners. Investing involves risk; clients may experience a profit or a loss. Show less

  • President

    Apr 2024 - now

  • Wealth Manager

    Jul 2019 - now

  • Chief Operating Officer

    Jan 2022 - Apr 2024

  • Project Manager

    May 2019 - Jun 2019