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Confluence Wealth Management
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People at Confluence Wealth Management
24 on file. Each links to their full profile, colleagues, and similar roles.
Kathleen KeePartnerAmberly O'BoyleClient Service AssociateCarmen WongPartnerLantz StringhamPartner, Chief Investment OfficerRyan BerningWealth AdvisorAlexander KimInternScott HultsmanChief Compliance OfficerSuzy CraddockReceptionistMeagan McShaneClient ServicesSteve CohenAnalyst, TraderBryan SmithPartnerJosh CepedaWealth AdvisorMatt WallenFounderBryan SmithPartnerJune ChicaClient Service AssociateJason LawtonPartnerChloe NicholClient ServiceCfp® Kenneth MelotteSoccer Coach JVGlen GolandFinancial AdvisorDavid MorgansternPortfolio Manager, Chief Compliance OfficerGreg HouserPartnerCfp® Josh CepedaWealth AdvisorMarilyn BergenPartnerMarilyn BergenPartner