Envisage Wealth

It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.

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Team photo for Envisage Wealth
Team photo for Envisage Wealth

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Advisors

Advisor photo for Jeff Chaddock

Jeff Chaddock

CRPC, APMA

Private Wealth Advisor

Chief Executive Officer of Envisage Wealth
Visit Jeff Chaddock's website
Advisor photo for Joseph Ball

Joseph Ball

APMA

Financial Advisor

Visit Joseph Ball's website
Advisor photo for Scott Bentley

Scott Bentley

APMA

Financial Advisor

Insurance Specialist
Visit Scott Bentley's website
Advisor photo for Andrew Brate

Andrew Brate

CIMA®

Private Wealth Advisor

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

Sara Colton

CFP®, CRPC, ADPA, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Sara Colton's website
Advisor photo for Andy Fugazzi

Andy Fugazzi

CFP®, APMA

Private Wealth Advisor

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

Kevin Gegorski

CRPC, APMA

Private Wealth Advisor

Managing Partner of Envisage Wealth
Visit Kevin Gegorski's website
Advisor photo for Gabe Glimcher

Gabe Glimcher

APMA

Financial Advisor

Visit Gabe Glimcher's website
Advisor photo for Austin Gossett

Austin Gossett

CFP®, APMA

Associate Financial Advisor

Investment Specialist
Visit Austin Gossett's website
Advisor photo for Sheryl Hill

Sheryl Hill

BFA, CRPC, AAMS, APMA

Financial Advisor

Visit Sheryl Hill's website
Advisor photo for Ted Inbusch

Ted Inbusch

APMA

Financial Advisor

Visit Ted Inbusch's website
Advisor photo for Kyle Keber

Kyle Keber

CFP®, APMA

Financial Advisor

Visit Kyle Keber's website
Advisor photo for Mythri Padival

Mythri Padival

CFP®, BFA, APMA

Financial Advisor

Visit Mythri Padival's website
Advisor photo for Javier Piquero

Javier Piquero

APMA

Financial Advisor

Visit Javier Piquero's website
Advisor photo for Alexander Reed

Alexander Reed

CFA®

Financial Advisor

Chief Investment Officer of Envisage Wealth
Visit Alexander Reed's website
Advisor photo for Jessica Simpson

Jessica Simpson

CFP®, APMA

Private Wealth Advisor

Visit Jessica Simpson's website
Advisor photo for William Shulack

William Shulack

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Visit William Shulack's website
Advisor photo for Kevin Teeples

Kevin Teeples

APMA

Associate Financial Advisor

Investment Specialist
Visit Kevin Teeples's website
Advisor photo for Will Willson

Will Willson

APMA

Financial Advisor

Visit Will Willson's website


Team

Natalee Adams

Natalee Adams

Client Relationship Manager

Amy Bauer-McIntire

Amy Bauer-McIntire

Client Service 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

Office Manager

Ariel Garrett

Ariel Garrett

Client Relationship Manager

Thomas Harmon

Thomas Harmon

Financial Planning Specialist

Yesenia Soto

Yesenia Soto

Client Relationship Manager

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 Amerprise Financial in 2008
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Kurt Lykins

Kurt Lykins

Financial Planning Specialist

Donnie Mackie

Donnie Mackie

Paraplanner

John McNamara

John McNamara

Operations Specialist

Katherine Miller

Katherine Miller

Client Concierge

Miranda Mottice

Miranda Mottice

Financial Planning Specialist

Samantha Mundhenk

Samantha Mundhenk

Client Service Specialist

Muringi Ndirangu

Muringi Ndirangu

Financial Planning Specialist

Viola Pagliaro

Viola Pagliaro

Client Relationship Manager

Kyle Radeloff

Kyle Radeloff

Paraplanner,

Chartered Retirement Planning Counselor™
Emily Reardon

Emily Reardon

Operations Director

Qualifications

  • Bachelor of Arts, Kenyon College
  • Master of Business Administration, Case Western Reserve University
  • Joined Ameriprise Financial in 2008
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Gracie Rivera

Gracie Rivera

Client Service Specialist

Sarah Roberts

Sarah Roberts

Client Service Specialist

Brie Sakach

Brie Sakach

Marketing Manager

Thomas Schmitz

Thomas Schmitz

Client Concierge

Trish Suchland

Trish Suchland

Practice Manager

Qualifications

  • AAMS® Accredited Asset Management Specialist

  • CMFC® Chartered Mutual Fund Counselor

  • MSM Master of Science in Management

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Hayley Webb

Hayley Webb

Client Service Specialist

Kennedy Wirth

Kennedy Wirth

Marketing Specialist

Dara Young

Dara Young

Client Relationship Manager