Living Your Legacy by Confluence Financial Partners

Confluence Financial Partners
  • 5.0 (14)
  • Personal Journals

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.

Episodes

  1. 2d ago

    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 challenges and creating lasting impact. Greg Weimer sits down with Jason, entrepreneur, technology executive, and owner of TeamLogic IT Pittsburgh, to discuss his unconventional path into the technology industry, why he considers himself a business leader first and a technologist second, and how empathy has become a defining force in both his professional and personal life. CHAPTERS 00:56 Welcome to Living Your Legacy 01:27 Meet Jason Esch 02:07 Business Leader First, Technologist Second 06:14 Making Technology Purpose-Driven 07:20 Cybersecurity and AI: Where to Start 08:03 Passwords, Vaults, and Two-Factor 08:52 Using AI Without Giving Away Your Data 11:00 The Consultant Approach to IT 12:49 Core Values as a Differentiator 14:38 Leading With Empathy 16:42 Leadership Washington County 17:40 Investing in Your Network 19:11 Vulnerability and Authentic Leadership 20:22 Legacy Is Built While You're Alive 22:05 Three Lessons for the Next Generation 26:03 Family, Balance, and Priorities 26:42 What His Son Has Taught Him 30:02 The Title He's Most Proud Of GUEST Jason Esch — President & Owner, TeamLogic IT (Pittsburgh) HOST Greg Weimer — Founder and CEO, Confluence Financial Partners TOPICS Leadership, Entrepreneurship, Technology & Innovation

    IT CEO Jason Esch on Technology, Leading with Purpose and Focusing on Family

  2. Jul 8

    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 UPMC Children's Hospital Foundation, to reflect on her 22-year career, her unexpected path into nonprofit leadership, and how deeply personal experiences shaped her commitment to children's health and philanthropy. From navigating leadership transitions to helping raise hundreds of millions of dollars, Rachel shares how her work is grounded in relationships and a mission that extends far beyond fundraising. CHAPTERS 01:00 Welcome to Living Your Legacy 01:30 Meet Rachel Petrucelli 02:00 Finding Her Calling in Nonprofit Work 04:00 Growing Up in Erie with a Single Mom 05:30 The Pivot to Children's Hospital 07:00 The Joy of Working with Donors 09:00 Philanthropy as Community 10:00 Building an Extraordinary Team 12:00 Why Longevity Matters in Fundraising 13:00 Navigating Leadership Change 15:00 Building the New Children's Hospital 17:00 The UPMC Partnership 18:30 The Margin of Excellence 20:00 Behavioral Health and What's Next 22:00 Expanding Care Closer to Home 24:00 Looking Back and Looking Forward 26:00 Legacy and Purpose GUEST Rachel Petrucelli -- President, UPMC Children's Hospital Foundation HOST Greg Weimer -- Founder and CEO, Confluence Financial Partners TOPICS Philanthropy and Impact

    Transforming Patient Lives through Philanthropy: Rachel Petrucelli of UPMC Children's Hospital Foundation

  3. Jun 24

    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 a simple idea into a multi-generational business built on craftsmanship, relationships, and relentless hard work. From making chocolate bunnies six at a time in the family basement in the 1960s to running five production lines that turn out hundreds of thousands of bunnies each Easter, Bill shares the defining moments that built Sarris Candies into a brand woven into the fabric of the Pittsburgh community. CHAPTERS 01:00 Welcome to Living Your Legacy 01:30 Meet Bill Sarris 02:00 How It All Started in a Basement 04:10 Six Bunnies at a Time 05:20 Going to W&J and Joining the Business 06:30 Fundraising and Building the Brand 07:30 $75,000 in Cash to Europe 09:30 Why Sarris Became the Iconic Brand 11:00 The Giant Eagle Phone Call 13:00 Expanding and Building in Sections 14:00 The New Facility at Fort Pitt Bridgeworks 14:40 Delegating and Growing the Team 16:30 A Workforce That Stayed for Decades 18:00 Family Culture and Relationships 19:30 What Drives You When It's Not About Money 21:30 Passing It to the Next Generation 23:30 Learning Every Part of the Business 24:30 What Are You Most Proud Of 25:30 What Would Your Dad Think 26:30 Legacy and One Piece of Advice GUEST Bill Sarris -- Owner, Sarris Candies HOST Greg Weimer -- Founder and CEO, Confluence Financial Partners TOPICS Entrepreneurship, Leadership, Family & Legacy

    The Story of Sarris Candies with Bill Sarris: Making of a Family Legacy and Iconic Brand

  4. Jun 10

    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 in commercial real estate and finance for restaurant kitchens. After graduating from Penn State with an economics degree and spending four years managing a commercial real estate investment fund, Ezra took a solo trip to South America that changed the direction of his life. What started as three months of thinking and food tours through Lima and Buenos Aires became the foundation for an entirely new career path. CHAPTERS 01:10 Welcome to Living Your Legacy 01:48 Meet Chef Ezra Shapiro 03:30 Growing Up Around Food 05:15 Penn State and Economics 06:40 The Mentor in Commercial Real Estate 10:15 Leaving the Office Behind 12:30 The Wine Company and Getting Laid Off 16:20 Three Months in South America 20:45 Discovering the Culinary World 24:30 The Risk Analysis That Changed Everything 27:00 First Kitchen Job in Philadelphia 29:30 The Sourdough Story 33:15 Falling in Love with the Kitchen 35:40 Working Your Way Up Through Stages 38:00 Single Thread: A Three Michelin Star Restaurant 42:00 Leaving Single Thread for Family 46:20 Building a Private Chef Business in Pittsburgh 49:30 The Connection Between Food and Relationships 52:00 Three Defining Moments 54:20 Closing GUEST Ezra Shapiro -- Private Chef HOST Greg Weimer -- Founder and CEO, Confluence Financial Partners TOPICS Passion & Creativity, Entrepreneurship, Leadership

    Chef Ezra Shapiro: From Conventional Success to Personal Fulfillment

  5. May 27

    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 what it really means to rethink digital marketing in the age of AI. From graduating Ohio State in construction management and surviving the 2008 recession to turning around distressed franchise brands and discovering human-centered design through the Stanford d.school reading list, Bill shares how an unconventional path shaped the way he builds digital strategies rooted in empathy and problem solving. CHAPTERS 01:10 Welcome to Living Your Legacy 01:41 Meet Bill Bishilany 02:30 From Construction to AI 04:21 Turning Around Distressed Franchise Brands 06:13 Discovering Human-Centered Design 07:00 Solving at the Point of Frustration 08:44 Adding Massive Value to Clients 10:12 Starting Mileage Design 11:51 Why It's Called Mileage 12:21 Human Relationships in the Age of AI 13:28 AI Is Bigger Than the Internet 16:23 AI as a Thinking Partner 18:05 Staying Ahead of Technology 20:29 What Digital Marketing Really Is 21:03 How AI Is Changing Search 22:50 Trust and AI Search Results 25:36 The Digital Marketing Mosaic 27:27 Turning the Flintstones into the Jetsons 28:58 Growth Mindset and Embracing AI 30:27 Faith, Family, and What Matters Most 31:23 Happiness Is Not a Destination 34:04 Raising Someone's Future Best Friend 35:43 Legacy: Intentional, Deliberate, By Design GUEST Bill Bishilany — Founder, Mileage Design HOST Greg Weimer — Founder and CEO, Confluence Financial Partners TOPICS Innovation & Technology, Growth, Faith & Purpose, Passion & Creativity

    He's Helping Businesses Grow by Rethinking Digital Marketing in the Age of AI: Bill Bishilany on AI, Marketing, and Human Behavior

  6. May 13

    She Sold Her Wedding Ring to Start a Jewelry Business: The Lou & Veronica Guarino Story

    When Lou and Veronica Guarino decided to start their own business, they made a bold and personal sacrifice by selling Veronica's wedding ring to fund what would become Louis Anthony Jewelers. In this episode, we sit down with Lou and Veronica Guarino, owners of Louis Anthony Jewelers, to talk about partnership, sacrifice, staying true to your standards, and the passion it takes to build a family business that lasts across generations. CHAPTERS 00:36 - Welcome to Living Your Legacy 01:00 - Meet Lou and Veronica Guarino 01:26 - Selling the Wedding Ring 03:30 - Starting with a Desk and a Phone 05:00 - The "Have We Met Yet?" Campaign 06:10 - Are Couples Still That Committed? 08:00 - The First Order and the Phone Book 09:30 - How Do You Get to Rolex? 11:15 - The Defining Moment: Six Figures at the Door 13:00 - The Struggle Is Real 14:30 - Staying True to Your Standards 16:00 - Designing a Pin for Madeleine Albright 18:15 - Your Store Is Your Home 20:00 - Jewelry as Legacy 23:00 - Falling in Love with Your Business 25:00 - Staying Relevant and Innovating 28:00 - Multigenerational Business 31:00 - Balance Means Being Out of Balance GUEST Lou & Veronica Guarino — Co-Owners, Louis Anthony Jewelers HOST Greg Weimer — Founder and CEO, Confluence Financial Partners TOPICS Entrepreneurship, Family & Legacy, Passion & Creativity, Resilience

    She Sold Her Wedding Ring to Start a Jewelry Business: The Lou & Veronica Guarino Story

  7. Apr 29

    What Personalized Medicine Can Really Do: Inside Concierge Medicine with Dr. Sunjay Mannan

    What if your doctor had the time to really know you, your stress, your sleep, your goals, and the life you actually want to live? In this episode, we sit down with Dr. Sunjay Mannan, founder of Health Is Wealth Concierge Medicine, to explore what proactive, personalized healthcare really looks like and why it may be one of the most powerful investments you can make in your future. CHAPTERS: 00:36 - Welcome to Living Your Legacy 01:01 - Meet Dr. Sunjay Mannan 02:38 - What Is Concierge Medicine 04:00 - What a Patient Says About Sunjay 04:17 - Healthspan vs. Lifespan 05:08 - Sleep, Data, and Readiness 05:50 - The Concierge Model vs. Fee-Based Advising 08:15 - Using AI in Medicine 09:14 - Stress and How to Manage It 12:06 - What Does Concierge Medicine Cost 14:06 - Going Into Patients' Homes 14:38 - Lessons from a 104-Year-Old Patient 16:07 - Living Intentionally 18:36 - Exercise, ADHD, and Dementia 19:50 - What Exercise Really Means at 55 21:06 - The Diet Basics That Actually Work 24:02 - How Long Until You See Results 25:22 - Questions to Ask Your Doctor 27:54 - Women's Health and Hormone Therapy 29:45 - Legacy and Eulogical Values GUEST Dr. Sunjay Mannan — Founder, Health Is Wealth Concierge Medicine HOST Greg Weimer — Founder and CEO, Confluence Financial Partners TOPICS Health & Wellness, Growth, Faith & Purpose

    What Personalized Medicine Can Really Do: Inside Concierge Medicine with Dr. Sunjay Mannan

  8. Apr 14

    Attorney Chris Lee on Doing It Right: Confidence & the Power of the Process

    He lost all his confidence in high school. Then Chris Lee discovered what happens when you fall in love with the process. Greg Weimer sits down with Chris Lee — Managing Director and COO of Dickie, McCamey & Chilcote — to talk about losing direction, finding it in law school, and building a three-decade career on showing up and doing things the right way. Chris shares the story behind the Chi-Chi's hepatitis A outbreak, the lunch table where real mentorship happened, and the father who set the standard he still follows. In this episode, we cover: 01:08 - Intro 01:39 - Welcome and Chris Lee's background 03:33 - Losing confidence in high school 06:03 - Meeting Christy and turning it around at IUP 07:06 - Duquesne Law School and finding his process 10:11 - Clerking at Dickie McCamey and firm culture 12:13 - The Chi-Chi's hepatitis A outbreak 15:20 - Career growth from national outbreaks 16:09 - Mentorship, in-person culture, and the PPG Place table 19:10 - Christy's role and the cost of building a practice 21:03 - Father Don Lee — Navy vet, federal judge, life model 24:43 - Catholic Charities and giving back to the community 27:23 - Legacy, grandkids, and what matters most Guest: Chris Lee, Managing Director & COO, Dickie, McCamey & Chilcote  Host: Greg Weimer, CEO, Confluence Financial Partners Topics: Leadership, mentorship, confidence, law, food safety, Catholic Charities, family legacy, Pittsburgh

    Attorney Chris Lee on Doing It Right: Confidence & the Power of the Process

  9. Apr 14

    Inside the World of Betsy Wentz: Fearless, Passionate, and Inspiring You to Chase What You Love

    A childhood in her mother's studio. A career in behavioral health. Then Betsy Wentz went back to the thing she loved. Greg Weimer sits down with Betsy Wentz — nationally recognized interior designer, author of Design Happy, and a woman who traded a career in behavioral health for the studio floor. Betsy talks about collaboration, saying yes to opportunity, and what caring for her mother through Alzheimer's taught her about what belongs inside a home. In this episode, we cover: 00:40 - Intro 01:13 - Greg's first impression and Betsy's publications 02:34 - How a 26-year career happened without a plan 04:18 - Growing up in her mother's design studio 05:05 - Psychology degree, Western Psychiatric, and career pivot 06:25 - Family reaction and the decision to join her mother's business 07:56 - Working alongside her mother and the Alzheimer's years 10:07 - Drive, resilience, and the house fire that rebuilt the business 14:03 - The role of a supportive spouse in building the brand 15:44 - Kips Bay, national press, and the cover of House Beautiful 16:29 - The design process — requiring client participation 20:18 - Design philosophy, her mother's sayings, and the book 23:48 - Running at full speed — how they both operate 28:08 - Morning routines, productivity, and knowing which balls to drop 30:06 - Life is short — legacy, intention, and no regrets 31:05 - Launching a furniture line and saying yes to everything 33:50 - Outro Guest: Betsy Wentz, Founder & Principal Designer, Betsy Wentz Interior Design Host: Greg Weimer, CEO, Confluence Financial Partners Topics: Interior design, career reinvention, collaboration, resilience, Alzheimer's caregiving, creative entrepreneurship

    Inside the World of Betsy Wentz: Fearless, Passionate, and Inspiring You to Chase What You Love

  10. Apr 14

    Ryan “Bugsy” Malone and Life After the NHL: One Athlete’s Journey to Purpose

    Ryan Malone spent 12 years in the NHL. Then the jersey came off, and he had to figure out who he was without it. Greg Weimer sits down with Ryan "Bugsy" Malone — former Pittsburgh Penguin and Tampa Bay Lightning forward — to talk about the identity crisis after retirement, the mental health struggles he kept hidden during his playing days, and the faith and family that carried him through. Ryan shares how the Malone Family Foundation now serves veterans and first responders through hockey and wellness programs in Pittsburgh. In this episode, we cover: 00:38 - Intro 03:03 - Growing up in Pittsburgh as a hockey kid 04:02 - Dad's role in the Penguins organization and scouting Jagr 05:10 - Herb Brooks' boot camp in Minnesota at age 15 06:44 - Sid's discipline and what separates elite players 08:48 - Twelve years in the NHL — the career arc 12:06 - Identity crisis and getting lost after retirement 12:41 - Stay-at-home dad, volunteer fire school, finding purpose 14:11 - Checking into a mental hospital and finding faith 19:10 - Mind, body, spirit — how the system works 21:32 - Saving RMU's Division I hockey programs 23:14 - Malone Family Foundation and the Pittsburgh Warriors 25:07 - The 22-a-day crisis and using hockey to heal veterans 27:14 - The training camp model — sleep, nutrition, breath work 30:39 - Living in Tampa and the pH, alkaline water connection 34:04 - Closing reflection — the lost years created the mission Guest: Ryan Malone, Founder, Malone Family Foundation  Host: Greg Weimer, CEO, Confluence Financial Partners Topics: Mental health, identity after sports, faith, philanthropy, veterans, first responders, NHL, Pittsburgh

    Ryan “Bugsy” Malone and Life After the NHL: One Athlete’s Journey to Purpose

  11. Season 1 Trailer

    Living Your Legacy

    Welcome to the Living Your Legacy podcast, where we explore the stories and mindsets of people who are intentionally shaping their lives and impact. Hosted by Greg Weimer, each episode offers real conversations and practical insights to help you live with purpose, define success, and build a meaningful legacy.

    Living Your Legacy

Trailer

Ratings & Reviews

5
out of 5
14 Ratings

About

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.

Information

You Might Also Like