Envisage Wealth

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Advisors

Jeff Chaddock

Jeff Chaddock

Private Wealth Advisor

Visit Jeff Chaddock's website
Scott Bentley

Scott Bentley

Financial Advisor

Visit Scott Bentley's website
Sherri Bleichner

Sherri Bleichner

Financial Advisor

Visit Sherri Bleichner's website
Andrew Brate

Andrew Brate

Private Wealth Advisor

Visit Andrew Brate's website
Sara Colton

Sara Colton

Financial Advisor

Visit Sara Colton's website
Paul Eastman

Paul Eastman

Financial Advisor

Visit Paul Eastman's website
Andy Fugazzi

Andy Fugazzi

Private Wealth Advisor

Visit Andy Fugazzi's website
Kevin Gegorski

Kevin Gegorski

Private Wealth Advisor

Visit Kevin Gegorski's website
Sheryl Hill

Sheryl Hill

Financial Advisor

Visit Sheryl Hill's website
Ted Inbusch

Ted Inbusch

Financial Advisor

Visit Ted Inbusch's website
Kyle Keber

Kyle Keber

Associate Financial Advisor

Visit Kyle Keber's website
Javier Piquero

Javier Piquero

Financial Advisor

Visit Javier Piquero's website
Alexander Reed

Alexander Reed

Financial Advisor

Visit Alexander Reed's website
Randy Ryan

Randy Ryan

Financial Advisor

Visit Randy Ryan's website
William Shulack

William Shulack

Financial Advisor

Visit William Shulack's website
Jessica Simpson

Jessica Simpson

Private Wealth Advisor

Visit Jessica Simpson's website
Kerry Thompson

Kerry Thompson

Private Wealth Advisor

Visit Kerry Thompson's website
Will Willson

Will Willson

Financial Advisor

Visit Will Willson's website

Team

Adam Al-Masri

Adam Al-Masri

Financial Planning Specialist

Joey Ball

Joey Ball

Financial Planning Specialist

Hayley Benson

Hayley Benson

Client Concierge

Sam Buford

Sam Buford

Financial Planning Specialist

Jill Campbell

Jill Campbell

Client Service Manager

Ramona Church

Ramona Church

Client Service Specialist

Larry Cross

Larry Cross

Client Service Coordinator

Samantha Dailey

Samantha Dailey

Client Service Specialist

Amy Dicken

Amy Dicken

Office Manager

Maddie Firth

Maddie Firth

Client Concierge

Abby Gasior

Abby Gasior

Client Service Specialist

Kristen Kaufman

Kristen Kaufman

Marketing Manager

Megan Kaufman

Megan Kaufman

Business Development Specialist

Austin King

Austin King

Operations Specialist

Cynthia King

Cynthia King

Client Service Specialist

TJ Kyner

TJ Kyner

Investment Specialist

Donnie Mackie

Donnie Mackie

Paraplanner

Katherine Miller

Katherine Miller

Client Concierge

Samantha Mundhenk

Samantha Mundhenk

Client Service Specialist

Kyle Radeloff

Kyle Radeloff

Financial Planning Specialist,

Chartered Retirement Planning Counselor℠
Emily Reardon

Emily Reardon

Operations Director

Sarah Roberts

Sarah Roberts

Client Service Specialist

Dara Young

Dara Young

Receptionist