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

Private Wealth Advisor

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Scott Bentley

Scott Bentley

Financial Advisor

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Sherri Bleichner

Sherri Bleichner

Financial Advisor

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Andrew Brate

Andrew Brate

Private Wealth Advisor

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Paul Eastman

Paul Eastman

Financial Advisor

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Andy Fugazzi

Andy Fugazzi

Private Wealth Advisor

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Kevin Gegorski

Kevin Gegorski

Private Wealth Advisor

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Gabe Glimcher

Gabe Glimcher

Financial Advisor

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Sheryl Hill

Sheryl Hill

Financial Advisor

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Ted Inbusch

Ted Inbusch

Financial Advisor

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Kyle Keber

Kyle Keber

Associate Financial Advisor

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Javier Piquero

Javier Piquero

Financial Advisor

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Alexander Reed

Alexander Reed

Financial Advisor

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Randy Ryan

Randy Ryan

Financial Advisor

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William Shulack

William Shulack

Financial Advisor

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Jessica Simpson

Jessica Simpson

Private Wealth Advisor

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Kerry Thompson

Kerry Thompson

Private Wealth Advisor

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Will Willson

Will Willson

Financial Advisor

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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 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

TJ Kyner

TJ Kyner

Investment Specialist

Donnie Mackie

Donnie Mackie

Paraplanner

Katherine Miller

Katherine Miller

Client Service Coordinator

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