Our advisors

Jeff Chaddock

Jeff Chaddock

CRPC®, APMA®

Private Wealth Advisor

Learn more about Jeff Chaddock Visit Jeff Chaddock's website
Scott Bentley

Scott Bentley

Financial Advisor

Insurance Specialist
Learn more about Scott Bentley Visit Scott Bentley's website
Sherri Bleichner

Sherri Bleichner

CRPC®

Financial Advisor

Learn more about Sherri Bleichner Visit Sherri Bleichner's website
Andrew Brate

Andrew Brate

CIMA®

Private Wealth Advisor

Managing Partner of Envisage Wealth
Learn more about Andrew Brate Visit Andrew Brate's website
Sara Colton

Sara Colton

CFP®, CRPC®, ADPA®, APMA®

Financial Advisor

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

Paul Eastman

CFP®, CLU®

Financial Advisor

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

Andy Fugazzi

CFP®, APMA®

Private Wealth Advisor

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

Kevin Gegorski

CRPC®, APMA®

Private Wealth Advisor

Managing Partner of Envisage Wealth
Learn more about Kevin Gegorski Visit Kevin Gegorski's website
Gabe Glimcher

Gabe Glimcher

APMA®

Financial Advisor

Learn more about Gabe Glimcher Visit Gabe Glimcher's website
Sheryl Hill

Sheryl Hill

BFA, CRPC®, AAMS®, APMA®

Financial Advisor

Learn more about Sheryl Hill Visit Sheryl Hill's website
Ted Inbusch

Ted Inbusch

APMA®

Financial Advisor

Learn more about Ted Inbusch Visit Ted Inbusch's website
Kyle Keber

Kyle Keber

APMA®

Financial Advisor

Learn more about Kyle Keber Visit Kyle Keber's website
Javier Piquero

Javier Piquero

APMA®

Financial Advisor

Learn more about Javier Piquero Visit Javier Piquero's website
Alexander Reed

Alexander Reed

Financial Advisor

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

Randy Ryan

CRPC®

Financial Advisor

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

William Shulack

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about William Shulack Visit William Shulack's website
Jessica Simpson

Jessica Simpson

CFP®, APMA®

Private Wealth Advisor

Learn more about Jessica Simpson Visit Jessica Simpson's website
Kerry Thompson

Kerry Thompson

CFP®, APMA®

Private Wealth Advisor

Managing Partner of Envisage Wealth
Learn more about Kerry Thompson Visit Kerry Thompson's website

Our team

Joey Ball

Joey Ball

Financial Planning 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

Client Relationship Manager

Austin King

Austin King

Operations Specialist

Cynthia King

Cynthia King

Client Service Specialist

Donnie Mackie

Donnie Mackie

Paraplanner

Katherine Miller

Katherine Miller

Client Concierge

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

Practice Manager

Sarah Roberts

Sarah Roberts

Client Relationship Manager

Abby Shepherd

Abby Shepherd

Client Relationship Manager

Alex Tulloch

Alex Tulloch

Investment Specialist

Hayley Webb

Hayley Webb

Client Concierge

Dara Young

Dara Young

Client Relationship Manager