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.
Episodes
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 r...
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, E...
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 b...
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 generat...
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
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 Malon...
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 abo...
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
...
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.
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