Envisage Wealth

Knowing how to make the most of your Social Security benefits can be confusing, and mistakes such as taking benefits too early can be costly. With our exclusive Confident Retirement® approach and our background in retirement planning, we help our clients and their dependents take full advantage of their Social Security benefits. We work with our clients to develop a customized plan to help them gain financial confidence to live the full and rich life they’ve earned.


Advisors

Jeff Chaddock

Jeff Chaddock

CRPC®, APMA®

Private Wealth Advisor

Visit Jeff Chaddock's website
Scott Bentley

Scott Bentley

Financial Advisor

Insurance Specialist
Visit Scott Bentley's website
Sherri Bleichner

Sherri Bleichner

Financial Advisor

Visit Sherri Bleichner's website
Andrew Brate

Andrew Brate

CIMA®

Private Wealth Advisor

Managing Partner
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Sara Colton

Sara Colton

CFP®, CRPC®, ADPA®, APMA®

Financial Advisor

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

Paul Eastman

CFP®, CLU®

Financial Advisor

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

Andy Fugazzi

CFP®, APMA®

Private Wealth Advisor

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

Kevin Gegorski

CRPC®, APMA®

Private Wealth Advisor

Managing Partner
Visit Kevin Gegorski's website
Gabe Glimcher

Gabe Glimcher

APMA®

Financial Advisor

Visit Gabe Glimcher's website
Sheryl Hill

Sheryl Hill

AAMS®

Financial Advisor

Visit Sheryl Hill's website
Ted Inbusch

Ted Inbusch

APMA®

Financial Advisor

Visit Ted Inbusch's website
Kyle Keber

Kyle Keber

APMA®

Financial Advisor

Visit Kyle Keber's website
Javier Piquero

Javier Piquero

APMA®

Financial Advisor

Visit Javier Piquero's website
Alexander Reed

Alexander Reed

CFA®

Financial Advisor

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

Randy Ryan

CRPC®

Financial Advisor

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

William Shulack

CRPC®, APMA®

Financial Advisor

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

Jessica Simpson

CFP®, APMA®

Private Wealth Advisor

Visit Jessica Simpson's website
Kerry Thompson

Kerry Thompson

CFP®, APMA®

Private Wealth Advisor

Managing Partner
Visit Kerry Thompson's website

Team

Jill Campbell

Jill Campbell

Client Service Manager

Ramona Church

Ramona Church

Client Service Coordinator

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

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

Sam Mundhenk

Sam 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