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.

  1. 5d ago

    Building a Career, a City & a Legacy with Dan Adamski, Executive Managing Director at JLL

    Dan Adamski has become one of the most recognizable and influential voices in Pittsburgh's business community, but his impact extends far beyond commercial real estate. Greg Weimer sits down with Dan, Executive Managing Director at JLL, for a conversation about leadership, consistency, service, and his deep commitment to helping Pittsburgh and the people who call it home thrive. CHAPTERS 00:39 Welcome to Living Your Legacy 01:10 Meet Dan Adamski 02:09 Marines, Grad School, and Getting Hooked on Real Estate 03:47 A Small-Town Kid's Canvas 05:01 Consistency, Reliability, and Being a Professional 07:04 Complexity Is Our Friend 08:42 Pittsburgh's Pulse: A City on the Rise 10:55 Data Centers and Power, Power, Power 12:20 Routines: A Thousand Small Decisions 13:49 A Legacy for Western Pennsylvania 14:39 The Goldilocks City 16:31 What His Kids Will Say 17:43 Live, Love, Learn, Leave a Legacy 19:22 Lessons: No Shortcuts 21:04 Pittsburgh's Secret Sauce 21:47 Closing GUEST Dan Adamski — Executive Managing Director, JLL HOST Greg Weimer — Founder and CEO, Confluence Financial Partners TOPICS Community & Impact

    Building a Career, a City & a Legacy with Dan Adamski, Executive Managing Director at JLL

  2. Oct 6

    Preparing the Next Generation to Thrive with Ashley Birtwell, Head of School at Sewickley Academy

    Success doesn't always follow a straight path, and sometimes the most meaningful opportunities are the ones you never planned for. Greg Weimer sits down with Ashley Birtwell, Head of School at Sewickley Academy, for a conversation about leadership, fulfillment, resilience, and what it takes to prepare the next generation for a rapidly changing world. CHAPTERS 00:50 Welcome to Living Your Legacy 01:18 Meet Dr. Ashley Birtwell 02:39 Too Much Pressure on Kids 03:50 Saying Yes to India 04:30 Middlebury, MIT, and the Psychology of Negotiation 07:10 The Four C's: Commitment, Courage, Capability, Confidence 08:27 The Second Mountain: Achievement vs. Fulfillment 10:27 Teachers Who Love What They Do 12:37 What's Going On with the Next Generation 13:08 AI and the Future of Education 14:53 Doubling Down on Essential Skills 16:56 Phones, Social Media, and Relationships 21:19 Loving What You Do 21:56 Grit Jobs and the Perfect Portfolio 24:09 The Dean Model: Finding the Right-Fit School 27:32 Let Them Struggle 30:12 Am I Really Fulfilled? 34:03 Advice for Parents, Coaches, and Mentors 35:07 Relationships Are the Greatest Value 36:08 Leading with Empathy 37:19 Closing GUEST Ashley Birtwell — Head of School, Sewickley Academy HOST Greg Weimer — Founder and CEO, Confluence Financial Partners TOPICS Community & Impact

    Preparing the Next Generation to Thrive with Ashley Birtwell, Head of School at Sewickley Academy

  3. Sep 15

    The Power of Vision & Finding Your Why with Andrew DiDonato, Head Football Coach at Grove City College

    Success rarely happens overnight. It is built one decision, one habit, and one "brick" at a time. Greg Weimer sits down with Andrew DiDonato, Head Football Coach at Grove City College, for a conversation about leadership, faith, intentionality, and the power of staying focused on a vision bigger than yourself. CHAPTERS 00:25 Welcome to Living Your Legacy 00:58 Meet Andrew DiDonato 02:09 What Brought Andrew to Grove City 04:57 Brick by Brick: Vision, Process, Love 07:18 Every Position Gets a Vision 08:31 Mentors: Coach Smith and Dad 09:44 Bring Fulfillment to Your Job 11:05 Core Values at Work and at Home 12:50 Playing the Infinite Game 14:15 From 0-10 to a PAC Championship 16:32 Recruiting and Hiring to the Vision 18:16 The Biggest Challenge: Eyes on the Vision 19:02 Live in the Why, Not the What 20:54 If You're Not Intentional 22:15 Keeping 135 Players Motivated 25:18 Where to Start: Know Your Story 27:01 Faith Is Contagious 29:30 440 Forever 30:58 Closing GUEST Andrew DiDonato — Head Football Coach, Grove City College HOST Greg Weimer — Founder and CEO, Confluence Financial Partners TOPICS Community & Impact, Health & Wellness

    The Power of Vision & Finding Your Why with Andrew DiDonato, Head Football Coach at Grove City College

  4. Sep 2

    Sabrina Saunders Mosby, President & CEO of Vibrant Pittsburgh, on Culture, Community & Living with Purpose

    Success isn't measured only by professional achievements. It's shaped by the culture we build, the people we invest in, and the legacy we leave behind. Greg Weimer sits down with Sabrina Saunders Mosby, President & CEO of Vibrant Pittsburgh, for a thoughtful conversation about leadership, workplace culture, burnout, and what it truly means to live with intention. CHAPTERS 00:53 Welcome to Living Your Legacy 01:21 Meet Sabrina Saunders Mosby 01:39 Inside Vibrant Pittsburgh 03:30 Culture Is Built by Your People 04:53 A New Role in a Pandemic 06:31 The Common Goal: Talent 07:25 Why People Leave — and Come Back 09:26 The Vibrant Index 10:05 Pittsburgh's Momentum and the NFL Draft 13:25 The TEDx Story: Say It Out Loud 15:34 Navigating Burnout 16:18 The Joy of Missing Out 18:19 Growing Up with Grit 22:43 Community, Volunteering, and First Jobs 25:34 Lessons from the Family Funeral Business 27:03 The Empty Chair 29:02 Presence Over Drive 33:51 Raising Kids Around Work GUEST Sabrina Saunders Mosby — President & CEO, Vibrant Pittsburgh HOST Greg Weimer — Founder and CEO, Confluence Financial Partners TOPICS Leadership, Resilience, Giving Back

    Sabrina Saunders Mosby, President & CEO of Vibrant Pittsburgh, on Culture, Community & Living with Purpose

  5. Aug 19

    Yianni Bourbakis of Elia on the Real Recipe for Success

    Success in the hospitality industry isn't just about serving great food. It's about creating an experience that keeps people coming back. Greg Weimer sits down with Yianni Bourbakis, co-owner of Elia Mediterranean Grille, to discuss the principles that have helped turn his vision into one of Pittsburgh's most talked-about dining destinations. CHAPTERS 00:33 Welcome to Living Your Legacy 01:26 Meet Yianni Bourbakis of Elia 02:32 From Corporate America to Entrepreneur 04:33 The All-Night Gyro Shop That Started It All 05:59 Vision and the Right Partners 08:19 Treating Your Team Like Family 09:52 Creating the Buzz: Consistency and Persistency 10:59 Knowing Your Customers by Heart 12:16 Getting 1% Better Every Day 14:33 Keeping Everyone Through COVID 16:16 Building a Team That Stays 18:12 Betting on Downtown Pittsburgh 20:03 One Do-Over? Nothing 20:42 Present Moments vs. Ten-Year Plans 22:49 A Legacy Built for His Kids 26:06 The One Lesson: Be Consistent, Be Persistent GUEST Yianni Bourbakis — Co-Owner, Elia Mediterranean Grille HOST Greg Weimer — Founder and CEO, Confluence Financial Partners TOPICS Entrepreneurship, Leadership, Family & Legacy

    Yianni Bourbakis of Elia on the Real Recipe for Success

  6. Aug 5

    Beth Vietmeier, of The Jerome Bettis Bus Stops Here Foundation, on Turning Setbacks Into Opportunity

    What do you do when the career you spent years chasing disappears overnight, and the detour turns out to be the opportunity of a lifetime? What began as a dream of becoming a sports broadcaster took an unexpected turn when an NHL lockout changed Bethany Vietmeier's career path. Greg Weimer sits down with Bethany, founder of Valiant 3 Communications, to discuss the power of relationships, the importance of saying "yes" before you have all the answers, and how a willingness to adapt can open doors you never expected. CHAPTERS 00:30 Welcome to Living Your Legacy 01:03 Meet Beth Vietmeier 01:23 Inside Valiant 3 Communications 03:05 The Nevillewood Lesson: Learning to Communicate 05:31 Broadcast Dreams and the Penguins 06:02 The NHL Lockout and a Career Setback 07:37 Saying Yes Before You're Ready 08:49 How Jerome Bettis Hired Her 10:16 The Kindness Lesson From Jerome 11:06 Why You Should Always Communicate 13:52 Leaving an Impact 14:47 The Bus Stops Here Foundation 17:41 How She Thinks About Planning 21:13 Advice to an 18-Year-Old 22:00 What You Do With Fear 25:05 Lessons From Mom and Dad 26:08 Balancing Work and Family 29:56 Impact on the People You Love GUEST Bethany Vietmeier — Founder, Valiant 3 Communications HOST Greg Weimer — Founder and CEO, Confluence Financial Partners TOPICS Entrepreneurship, Resilience, Leadership

    Beth Vietmeier, of The Jerome Bettis Bus Stops Here Foundation, on Turning Setbacks Into Opportunity

  7. Jul 22

    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

  8. 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
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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.

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