Envisage Wealth
Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and CPA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, how to equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.

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
Gabe Glimcher

Gabe Glimcher

APMA®

Financial Advisor

Visit Gabe Glimcher'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
Steve Messerly

Steve Messerly

CRPC®

Financial Advisor

Visit Steve Messerly's website
Alexander Reed

Alexander Reed

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

Amy Dicken

Amy Dicken

Client Relationship Manager

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

Mythri Padival

Mythri Padival

Financial Planning Analyst

Kyle Radeloff

Kyle Radeloff

Financial Planning Specialist,

Chartered Retirement Planning Counselor℠
Emily Reardon

Emily Reardon

Operations Director

Sarah Roberts

Sarah Roberts

Client Relationship Manager

Abby Shepherd

Abby Shepherd

Client Relationship Manager

Hayley Webb

Hayley Webb

Client Concierge

Dara Young

Dara Young

Client Service Manager