Living Your Legacy by Confluence Financial Partners

About Living Your Legacy by Confluence Financial Partners

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.

Publisher

Confluence Financial Partners

Category

society & culture

Language

en

Explicit

No

First episode

5 Feb 2026

Latest episode

20 Oct 2026

Latest episodes

17 episodes in the feed.

1. 

   20 Oct 2026

   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...

2. 

   6 Oct 2026

   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 Midd...

3. 

   15 Sept 2026

   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 ...

4. 

   2 Sept 2026

   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...

5. 

   19 Aug 2026

   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 S...

6. 

   5 Aug 2026

   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 do...

7. 

   22 Jul 2026

   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 firs...

8. 

   8 Jul 2026

   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 helpin...

9. 

   24 Jun 2026

   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 thousa...

10. 

    10 Jun 2026

    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 direct...

11. 

    27 May 2026

    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...

12. 

    13 May 2026

    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 - Me...

13. 

    29 Apr 2026

    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 Medicin...

14. 

    14 Apr 2026

    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...

15. 

    14 Apr 2026

    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 0...

16. 

    14 Apr 2026

    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 se...

17. 

    5 Feb 2026

    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.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

14 ratings

Spotify

5.0 / 5

18 ratings

Contact Living Your Legacy by Confluence Financial Partners

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.