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, Private Wealth Advisor serving the Columbus, OH area - Ameriprise Advisors

Jeff Chaddock

CRPC®, APMA®

Private Wealth Advisor

Visit Jeff Chaddock's website
Joseph Ball, Financial Advisor serving the Columbus, OH area - Ameriprise Advisors

Joseph Ball

APMA®

Financial Advisor

Visit Joseph Ball's website
Scott Bentley, Financial Advisor serving the Columbus, OH area - Ameriprise Advisors

Scott Bentley

Financial Advisor

Insurance Specialist
Visit Scott Bentley's website
Andrew Brate, Private Wealth Advisor serving the Columbus, OH area - Ameriprise Advisors

Andrew Brate

CIMA®

Private Wealth Advisor

Managing Partner of Envisage Wealth
Visit Andrew Brate's website
Sara Colton, Financial Advisor serving the Columbus, OH area - Ameriprise Advisors

Sara Colton

CFP®, CRPC®, ADPA®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Sara Colton's website
Paul Eastman, Financial Advisor serving the Columbus, OH area - Ameriprise Advisors

Paul Eastman

CFP®, CLU®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Paul Eastman's website
Andy Fugazzi, Private Wealth Advisor serving the Columbus, OH area - Ameriprise Advisors

Andy Fugazzi

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Andy Fugazzi's website
Kevin Gegorski, Private Wealth Advisor serving the Columbus, OH area - Ameriprise Advisors

Kevin Gegorski

CRPC®, APMA®

Private Wealth Advisor

Managing Partner of Envisage Wealth
Visit Kevin Gegorski's website
Gabe Glimcher, Financial Advisor serving the Columbus, OH area - Ameriprise Advisors

Gabe Glimcher

APMA®

Financial Advisor

Visit Gabe Glimcher's website
Sheryl Hill, Financial Advisor serving the Columbus, OH area - Ameriprise Advisors

Sheryl Hill

BFA, CRPC®, AAMS®, APMA®

Financial Advisor

Visit Sheryl Hill's website
Ted Inbusch, Financial Advisor serving the Columbus, OH area - Ameriprise Advisors

Ted Inbusch

APMA®

Financial Advisor

Visit Ted Inbusch's website
Kyle Keber, Financial Advisor serving the Columbus, OH area - Ameriprise Advisors

Kyle Keber

APMA®

Financial Advisor

Visit Kyle Keber's website
Steve Messerly, Financial Advisor serving the Columbus, OH area - Ameriprise Advisors

Steve Messerly

CRPC®

Financial Advisor

Visit Steve Messerly's website
Javier Piquero, Financial Advisor serving the Columbus, OH area - Ameriprise Advisors

Javier Piquero

APMA®

Financial Advisor

Visit Javier Piquero's website
Alexander Reed, Financial Advisor serving the Columbus, OH area - Ameriprise Advisors

Alexander Reed

CFA®

Financial Advisor

Chief Investment Officer of Envisage Wealth
Visit Alexander Reed's website
Randy Ryan, Financial Advisor serving the Columbus, OH area - Ameriprise Advisors

Randy Ryan

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Randy Ryan's website
William Shulack, Financial Advisor serving the Columbus, OH area - Ameriprise Advisors

William Shulack

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit William Shulack's website
Jessica Simpson, Private Wealth Advisor serving the Columbus, OH area - Ameriprise Advisors

Jessica Simpson

CFP®, APMA®

Private Wealth Advisor

Visit Jessica Simpson's website
Kerry Thompson, Private Wealth Advisor serving the Columbus, OH area - Ameriprise Advisors

Kerry Thompson

CFP®, APMA®

Private Wealth Advisor

Managing Partner of Envisage Wealth
Visit Kerry Thompson's website
Will Willson, Financial Advisor serving the Columbus, OH area - Ameriprise Advisors

Will Willson

APMA®

Financial Advisor

Visit Will Willson's website

Team

Natalee Adams

Natalee Adams

Client Relationship Manager

Sam Buford

Sam Buford

Financial Planning Specialist

Jill W. Campbell

Jill W. Campbell

Client Service Manager

Christian Casey

Christian Casey

Financial Planning Specialist

Larry L. Cross

Larry L. Cross

Client Concierge

Amy L. Dicken

Amy L. Dicken

Office Manager

Austin Gossett

Austin Gossett

Investment Specialist

Austin King

Austin King

Operations Manager

Cynthia A. King

Cynthia A. King

Client Service Specialist

Donnie Mackie

Donnie Mackie

Paraplanner

John McNamara

John McNamara

Operations Specialist

Owen Meade

Owen Meade

Client Relationship Manager

Katherine G. Miller

Katherine G. Miller

Client Concierge

Samantha Mundhenk

Samantha Mundhenk

Client Service Specialist

Muringi Ndirangu

Muringi Ndirangu

Financial Planning Specialist

Mythri Padival

Mythri Padival

Financial Planning Analyst

Viola Pagliaro

Viola Pagliaro

Client Relationship Manager

Paige Quinton

Paige Quinton

Marketing Specialist

Kyle Radeloff

Kyle Radeloff

Financial Planning Specialist,

Chartered Retirement Planning Counselor℠
Emily D. Reardon

Emily D. Reardon

Operations Director

Neva Rios

Neva Rios

Client Concierge

Gracie Rivera

Gracie Rivera

Client Service Specialist

Sarah Roberts

Sarah Roberts

Client Service Specialist

Zacciah Saltzman

Zacciah Saltzman

Operations Specialist

Tom Schmitz

Tom Schmitz

Client Concierge

Lu Smith

Lu Smith

Client Relationship Manager

Kevin Teeples

Kevin Teeples

Investment Specialist

Hayley Webb

Hayley Webb

Client Service Specialist

Dara S. Young

Dara S. Young

Practice Manager