Confluence Wealth Management

We had a great time joining Nick Darr on the Business Over a Brew podcast last month! 🍻

Jack and Robert sat down to share the story behind Confluence Wealth Management - how it all began, what drives us, and the team-based approach that continues to shape our firm today.

We're grateful for the opportunity to be part of the conversation and reflect on the journey so far.

Take a listen to the full episode here 👇

- YouTube youtube.com

🌟 Please join us in welcoming our newest team member, Afton Banks! 🌟

We're thrilled to have Afton step into the role of Marketing and Client Experience Manager. With a strong background in customer experience, event planning, advertising, and brand engagement, she brings a dynamic blend of creativity and strategy to our team.

Afton has a passion for crafting memorable client journeys, elevating brand presence, and creating experiences that truly resonate. Her expertise will play a key role in strengthening our relationships and enhancing the way we connect with our community.

We're excited for the energy, insight, and innovation she's bringing to the table. Welcome to the team, Afton — we're so glad you're here! 🎉