Envisage Wealth

Many people consider rolling over their 401(k) dollars when they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify personalized financial strategies that can evolve over time. Together, we can help you work toward your financial future with more confidence.



Advisors

Jeff Chaddock

Jeff Chaddock

Private Wealth Advisor

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Scott Bentley

Scott Bentley

Financial Advisor

Insurance Specialist
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Sherri Bleichner

Sherri Bleichner

Financial Advisor

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Andrew Brate

Andrew Brate

Private Wealth Advisor

Managing Partner
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Sara Colton

Sara Colton

Financial Advisor

Chartered Retirement Planning CounselorSM
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Paul Eastman

Paul Eastman

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
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Andy Fugazzi

Andy Fugazzi

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Kevin Gegorski

Kevin Gegorski

Private Wealth Advisor

Managing Partner
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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

Chief Investment Officer of Envisage Wealth
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Randy Ryan

Randy Ryan

Financial Advisor

Chartered Retirement Planning CounselorSM
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Jessica Simpson

Jessica Simpson

Private Wealth Advisor

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Kerry Thompson

Kerry Thompson

Private Wealth Advisor

Managing Partner
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Will Willson

Will Willson

Financial Advisor

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Team

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 Concierge

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 Concierge

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