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.


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
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
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 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 Concierge

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 Service Coordinator

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 Service Specialist

Abby Shepard

Abby Shepard

Client Relationship Manager

Alex Tulloch

Alex Tulloch

Investment Specialist

Dara Young

Dara Young

Practice Manager