Confluence Wealth Management

08/20/2026

We're thrilled to celebrate Jack on recently earning the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification! 🎉

This designation represents Jack's significant commitment to professional excellence, ongoing education, and serving our clients with the highest standards of financial planning.

Please join us in congratulating Jack on this well-deserved accomplishment! 🥂

07/15/2026

🎉 Happy 40th Birthday, Jack! 🎉

Today we're celebrating someone who wears many hats - and wears them well. Whether he's coaching his kids from the sidelines, helping shape the future on the school board, or guiding clients with thoughtful financial advice, Jack is always investing his time where it matters most.

Here's to 40 years of making a difference and many more exciting adventures ahead.

🥳 Cheers to the big 4-0, Jack!

07/04/2026

Wishing you a fun and festive 4th of July! 🎉

07/03/2026

This month, we're proud to celebrate 🌟 four years 🌟 of serving our clients and community.

Over the past four years, we've had the opportunity to help individuals, families, and businesses make informed financial decisions, plan for the future, and work toward their goals. We're incredibly grateful for the trust our clients place in us and for the relationships we've built along the way.

To our clients, referral partners, family, and friends - thank you for your continued support. Your confidence in our team has made this milestone possible, and we look forward to serving you for many years to come.

🎉 Here's to four incredible years and an exciting future ahead!

06/23/2026

On Sunday we celebrated the fathers and father figures who do it all - and somehow make it look so easy.

To the dads who expertly balance being a coach, chauffeur, handyman, cheerleader, tutor, nurse, referee, IT support, grill master, comedian, and problem solver - we appreciate you. We hope you felt all the love this Father's Day.

And a special shout-out to a few of our favorites: Robert, Jack, Jesse, Mark, and Brandon - thank you for everything you do. 🫶🏼

06/18/2026

We were honored to have our founders, Robert and Jack, present at a recent Advisor Symposium attended by financial professionals from across the region.

Their presentation focused on the strategies and lessons that have helped our firm grow while staying true to what matters most - delivering an exceptional client experience. Topics included scaling an advisory business, building sustainable processes, and creating meaningful client relationships that drive long-term success.

Thank you to Janssen Longenecker with Mission Financial and our regional Raymond James team for the opportunity to participate, and to everyone who attended and contributed to an engaging discussion. We always appreciate the opportunity to exchange ideas with peers who are committed to advancing our profession and enhancing the way we serve our clients.

06/08/2026

Robert, Jack, and Jesse were honored to participate in the 2026 SHC Foundation Golf Tournament, hosted by Simmons Hanly Conroy, last Friday. ⛳

The tournament raised funds for The Restore Network, helping support foster families throughout Southern Illinois. It was a great opportunity to support an organization making a meaningful impact in our community.

05/22/2026

Please join us in congratulating Jesse on earning the Accredited Asset Management Specialist™ (AAMS®) designation!

This achievement reflects his dedication and commitment to providing knowledgeable, personalized financial guidance to our clients.

We are so proud to have Jesse as part of our team, and we look forward to the positive impact he will continue to make each and every day for the individuals and families we serve.

🎉 Congratulations on this outstanding accomplishment, Jesse!

05/21/2026

We love to see great people getting the recognition they deserve! Congratulations, Karen!

Join us as we celebrate leadership, service, and the incredible individuals making a difference throughout the Riverbend.

The 2026 Legacy Award honors Karen Wilson, a true driving force in our community. Through years of dedication to numerous nonprofit organizations, leadership within the RBGA including serving as Chairman of the Board, and successfully operating her State Farm agency, Karen has left a lasting impact on the region. Although she retired in Summer 2025, her commitment to serving others continues through her volunteer efforts.

There is still time to get your tickets.
Ticket Sales close Wednesday

📅 Wednesday, May 27, 2026
⏰ 11:00 AM – 1:00 PM
📍 The Commons at Lewis and Clark Community College

Come celebrate leadership, community impact, and the people helping our region grow.

Register today: https://bit.ly/4jmjxXw

05/19/2026

Last Friday, we hosted our 4th Annual Golf Outing at Spencer T. Olin Golf Course, and what a beautiful day it was! ⛳️

We want to extend a heartfelt thank you to everyone who came out and spent the day with us. Congratulations to our 1st Place Team - Mark, Eric, Kenny, & Tuan - as well as our Closest to the Pin winners, Lisa and JT! 🏆

We had a fantastic time on the course and are already looking forward to next year's outing!