Living Your Legacy by Confluence Financial Partners

Living Your Legacy by Confluence Financial Partners

By Confluence Financial PartnersSociety & CulturePersonal Journals
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Living Your Legacy by Confluence Financial Partners episodes

  • 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

    23 min
  • Preparing the Next Generation to Thrive with Dr. 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 Dr. 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
    Dr. Ashley Birtwell — Head of School, Sewickley Academy

    HOST
    Greg Weimer — Founder and CEO, Confluence Financial Partners

    TOPICS
    Community & Impact

    38 min
  • 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

    32 min
  • 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

    39 min
  • 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

    28 min
  • 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

    33 min
  • 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

    33 min
  • 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

    28 min
  • 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 thousands of bunnies each Easter, Bill shares the defining moments that built Sarris Candies into a brand woven into the fabric of the Pittsburgh community.

    CHAPTERS

    01:00 Welcome to Living Your Legacy
    01:30 Meet Bill Sarris
    02:00 How It All Started in a Basement
    04:10 Six Bunnies at a Time
    05:20 Going to W&J and Joining the Business
    06:30 Fundraising and Building the Brand
    07:30 $75,000 in Cash to Europe
    09:30 Why Sarris Became the Iconic Brand
    11:00 The Giant Eagle Phone Call
    13:00 Expanding and Building in Sections
    14:00 The New Facility at Fort Pitt Bridgeworks
    14:40 Delegating and Growing the Team
    16:30 A Workforce That Stayed for Decades
    18:00 Family Culture and Relationships
    19:30 What Drives You When It's Not About Money
    21:30 Passing It to the Next Generation
    23:30 Learning Every Part of the Business
    24:30 What Are You Most Proud Of
    25:30 What Would Your Dad Think
    26:30 Legacy and One Piece of Advice

    GUEST
    Bill Sarris -- Owner, Sarris Candies

    HOST
    Greg Weimer -- Founder and CEO, Confluence Financial Partners

    TOPICS
    Entrepreneurship, Leadership, Family & Legacy

    28 min
  • 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 direction of his life. What started as three months of thinking and food tours through Lima and Buenos Aires became the foundation for an entirely new career path.

    CHAPTERS

    01:10 Welcome to Living Your Legacy
    01:48 Meet Chef Ezra Shapiro
    03:30 Growing Up Around Food
    05:15 Penn State and Economics
    06:40 The Mentor in Commercial Real Estate
    10:15 Leaving the Office Behind
    12:30 The Wine Company and Getting Laid Off
    16:20 Three Months in South America
    20:45 Discovering the Culinary World
    24:30 The Risk Analysis That Changed Everything
    27:00 First Kitchen Job in Philadelphia
    29:30 The Sourdough Story
    33:15 Falling in Love with the Kitchen
    35:40 Working Your Way Up Through Stages
    38:00 Single Thread: A Three Michelin Star Restaurant
    42:00 Leaving Single Thread for Family
    46:20 Building a Private Chef Business in Pittsburgh
    49:30 The Connection Between Food and Relationships
    52:00 Three Defining Moments
    54:20 Closing

    GUEST
    Ezra Shapiro -- Private Chef

    HOST
    Greg Weimer -- Founder and CEO, Confluence Financial Partners

    TOPICS
    Passion & Creativity, Entrepreneurship, Leadership

    55 min

About Living Your Legacy by Confluence Financial Partners

From the publisher's feed

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…