Envisage Wealth

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Jeff Chaddock

Jeff Chaddock

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

Financial Advisor

Visit Sherri Bleichner's website
Andrew Brate

Andrew Brate

Private Wealth Advisor

Managing Partner
Visit Andrew Brate's website
Sara Colton

Sara Colton

Financial Advisor

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

Paul Eastman

Financial Advisor

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

Andy Fugazzi

Private Wealth Advisor

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

Kevin Gegorski

Private Wealth Advisor

Managing Partner
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
Javier Piquero

Javier Piquero

Financial Advisor

Visit Javier Piquero's website
Alexander Reed

Alexander Reed

Financial Advisor

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

Randy Ryan

Financial Advisor

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

William Shulack

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit William Shulack's website
Kerry Thompson

Kerry Thompson

Private Wealth Advisor

Managing Partner
Visit Kerry Thompson's website
Will Willson

Will Willson

Financial Advisor

Visit Will Willson's website

Team

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 Concierge

Samantha Dailey

Samantha Dailey

Client Service Manager

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

Qualifications

  • Bachelor of Science, Purdue University
  • Master of Science, The Ohio State University
  • Joined Ameriprise Financial in 2008
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TJ Kyner

TJ Kyner

Investment Specialist

Donnie Mackie

Donnie Mackie

Paraplanner

Katherine Miller

Katherine Miller

Client Concierge

Qualifications

  • Associate of Applied Sciences, Sinclair Community College
  • Joined Ameriprise Financial in 2010
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Samantha Mundhenk

Samantha Mundhenk

Client Service Specialist

Kyle Radeloff

Kyle Radeloff

Paraplanner,

Chartered Retirement Planning Counselor℠
Emily Reardon

Emily Reardon

Operations Director

Qualifications

  • Bachelor of Arts in Mathematics, Kenyon College
  • Master of Business Administration, Case Western Reserve University
  • Joined Ameriprie Financial in 2008
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Sarah Roberts

Sarah Roberts

Client Service Specialist

Dara Young

Dara Young

Practice Manager