Our advisors

Advisor photo for Jeff Chaddock

Jeff Chaddock

CRPC, APMA

Private Wealth Advisor

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

Joseph Ball

APMA

Financial Advisor

Learn more about Joseph Ball Visit Joseph Ball's website
Advisor photo for Scott Bentley

Scott Bentley

APMA

Financial Advisor

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

Andrew Brate

CIMA®

Private Wealth Advisor

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

Sara Colton

CFP®, CRPC, ADPA, APMA

Financial Advisor

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

Andy Fugazzi

CFP®, APMA

Private Wealth Advisor

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

Kevin Gegorski

CRPC, APMA

Private Wealth Advisor

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

Gabe Glimcher

APMA

Financial Advisor

Learn more about Gabe Glimcher Visit Gabe Glimcher's website
Advisor photo for Austin Gossett

Austin Gossett

CFP®, APMA

Associate Financial Advisor

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

Sheryl Hill

BFA, CRPC, AAMS, APMA

Financial Advisor

Learn more about Sheryl Hill Visit Sheryl Hill's website
Advisor photo for Ted Inbusch

Ted Inbusch

APMA

Financial Advisor

Learn more about Ted Inbusch Visit Ted Inbusch's website
Advisor photo for Kyle Keber

Kyle Keber

CFP®, APMA

Financial Advisor

Learn more about Kyle Keber Visit Kyle Keber's website
Advisor photo for Mythri Padival

Mythri Padival

CFP®, BFA, APMA

Financial Advisor

Learn more about Mythri Padival Visit Mythri Padival's website
Advisor photo for Javier Piquero

Javier Piquero

APMA

Financial Advisor

Learn more about Javier Piquero Visit Javier Piquero's website
Advisor photo for Alexander Reed

Alexander Reed

CFA®

Financial Advisor

Chief Investment Officer of Envisage Wealth
Learn more about Alexander Reed Visit Alexander Reed's website
Advisor photo for William Shulack

William Shulack

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about William Shulack Visit William Shulack's website
Advisor photo for Jessica Simpson

Jessica Simpson

CFP®, APMA

Private Wealth Advisor

Learn more about Jessica Simpson Visit Jessica Simpson's website
Advisor photo for Kevin Teeples

Kevin Teeples

APMA

Associate Financial Advisor

Investment Specialist
Learn more about Kevin Teeples Visit Kevin Teeples's website
Advisor photo for Kerry Thompson

Kerry Thompson

CFP®, APMA

Private Wealth Advisor

Managing Partner of Envisage Wealth
Learn more about Kerry Thompson Visit Kerry Thompson's website
Advisor photo for Will Willson

Will Willson

APMA

Financial Advisor

Learn more about Will Willson Visit Will Willson's website
Advisor photo for Christian Carey

Christian Carey

Associate Financial Advisor

Financial Planning Specialist
Learn more about Christian Carey Visit Christian Carey's website


Our 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

Christian Carey

Christian Carey

Financial Planning Specialist

Larry Cross

Larry Cross

Client Concierge

Amy Dicken

Amy Dicken

Client Relationship Manager

Ariel Garrett

Ariel Garrett

Client Relationship Manager

Thomas Harmon

Thomas Harmon

Financial Planning Specialist

Austin King

Austin King

Operations Specialist

Cynthia King

Cynthia King

Client Service Specialist

Kurt Lykins

Kurt Lykins

Financial Planning Specialist

Donnie Mackie

Donnie Mackie

Paraplanner

Alex Mager

Alex Mager

Investment Specialist

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

Financial Planning Specialist

Qualifications

  • CRPC® Chartered Retirement Planning Counselor

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Emily Reardon

Emily Reardon

Operations Director,

Chief Financial Officer of Envisage Wealth
Gracelyn Rivera

Gracelyn Rivera

Client Service Specialist

Sarah Roberts

Sarah Roberts

Client Relationship Manager

Brie Sakach

Brie Sakach

Marketing Manager

Thomas Schmitz

Thomas Schmitz

Client Concierge

Yesenia Soto

Yesenia Soto

Client Relationship Manager

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




Experience the power of alliance partnerships

We are always looking for new, innovative ways to help you reach your financial goals. That’s why we partner with local professionals that can elevate your overall financial planning experience. For more information on professional alliance partnerships, click the link(s) below or reach out directly to our practice. Together, we are ready to help you on your financial journey.