Envisage Wealth

Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We work with our clients’ attorneys and CPAs to help bring clarity and comfort by guiding our clients—and their families—through the process. Our clients typically have questions about issues like how to preserve their wealth, potential tax implications, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want.


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

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Andy Fugazzi

Andy Fugazzi

Private Wealth Advisor

Visit Andy Fugazzi's website
Kevin Gegorski

Kevin Gegorski

Private Wealth Advisor

Visit Kevin Gegorski's website
Gabe Glimcher

Gabe Glimcher

Financial Advisor

Visit Gabe Glimcher'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
Alexander Reed

Alexander Reed

Financial Advisor

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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 Service Specialist

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

Practice Manager