Envisage Wealth

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Jeff Chaddock

Jeff Chaddock

CRPC®, APMA®

Private Wealth Advisor

Visit Jeff Chaddock's website
Scott Bentley

Scott Bentley

Financial Advisor

Insurance Specialist
Visit Scott Bentley's website
Sherri Bleichner

Sherri Bleichner

CRPC®

Financial Advisor

Visit Sherri Bleichner's website
Andrew Brate

Andrew Brate

CIMA®

Private Wealth Advisor

Managing Partner of Envisage Wealth
Visit Andrew Brate's website
Sara Colton

Sara Colton

CFP®, CRPC®, ADPA®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Sara Colton's website
Paul Eastman

Paul Eastman

CFP®, CLU®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Paul Eastman's website
Andy Fugazzi

Andy Fugazzi

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Andy Fugazzi's website
Kevin Gegorski

Kevin Gegorski

CRPC®, APMA®

Private Wealth Advisor

Managing Partner of Envisage Wealth
Visit Kevin Gegorski's website
Sheryl Hill

Sheryl Hill

BFA, CRPC®, AAMS®, APMA®

Financial Advisor

Visit Sheryl Hill's website
Ted Inbusch

Ted Inbusch

APMA®

Financial Advisor

Visit Ted Inbusch's website
Kyle Keber

Kyle Keber

APMA®

Financial Advisor

Visit Kyle Keber's website
Javier Piquero

Javier Piquero

APMA®

Financial Advisor

Visit Javier Piquero's website
Alexander Reed

Alexander Reed

CFA®

Financial Advisor

Chief Investment Officer of Envisage Wealth
Visit Alexander Reed's website
Randy Ryan

Randy Ryan

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Randy Ryan's website
William Shulack

William Shulack

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit William Shulack's website
Jessica Simpson

Jessica Simpson

CFP®, APMA®

Private Wealth Advisor

Visit Jessica Simpson's website
Kerry Thompson

Kerry Thompson

CFP®, APMA®

Private Wealth Advisor

Managing Partner of Envisage Wealth
Visit Kerry Thompson's website
Will Willson

Will Willson

APMA®

Financial Advisor

Visit Will Willson's website

Team

Joey Ball

Joey Ball

Financial Planning Specialist

Sam Buford

Sam Buford

Financial Planning Specialist

Jill Campbell

Jill Campbell

Client Relationship Manager

Larry Cross

Larry Cross

Client Concierge

Samantha Dailey

Samantha Dailey

Client Service Specialist

Amy Dicken

Amy Dicken

Client Relationship Manager

Maddie Firth

Maddie Firth

Marketing 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

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℠
Mythri Padival

Mythri Padival

Financial Planning Analyst

Emily Reardon

Emily Reardon

Operations Director

Sarah Roberts

Sarah Roberts

Client Relationship Manager

Abby Shepherd

Abby Shepherd

Client Relationship Manager

Alex Tulloch

Alex Tulloch

Investment Specialist

Hayley Webb

Hayley Webb

Client Concierge

Dara Young

Dara Young

Client Relationship Manager