Our advisors

Jeff Chaddock

CRPC, APMA

Private Wealth Advisor

Chief Executive Officer of Envisage Wealth
Learn more about Jeff Chaddock Visit Jeff Chaddock's website

Joey Ball

APMA

Financial Advisor

Learn more about Joey Ball Visit Joey Ball's website

Scott Bentley

APMA

Financial Advisor

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

Andrew Brate

CIMA®

Private Wealth Advisor

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

Christian Carey

Financial Advisor

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

Sara Colton

CFP®, CRPC, ADPA, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Sara Colton Visit Sara Colton's website

Andy Fugazzi

CFP®, APMA

Private Wealth Advisor

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

Kevin Gegorski

CRPC, APMA

Private Wealth Advisor

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

Gabe Glimcher

APMA

Financial Advisor

Learn more about Gabe Glimcher Visit Gabe Glimcher's website

Austin Gossett

CFP®, APMA

Financial Advisor

Investment Specialist
Learn more about Austin Gossett Visit Austin Gossett's website

Sherry Hill

BFA, CRPC, AAMS, APMA

Financial Advisor

Learn more about Sherry Hill Visit Sherry Hill's website

Ted Inbusch

APMA

Financial Advisor

Learn more about Ted Inbusch Visit Ted Inbusch's website

Mythri Padival

CFP®, BFA, APMA

Financial Advisor

Learn more about Mythri Padival Visit Mythri Padival's website

Javier Piquero

APMA

Financial Advisor

Learn more about Javier Piquero Visit Javier Piquero's website

Alexander Reed

CFA®

Financial Advisor

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

Bill Shulack

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Bill Shulack Visit Bill Shulack's website

Jessica Simpson

CFP®, APMA

Private Wealth Advisor

Learn more about Jessica Simpson Visit Jessica Simpson's website

Kevin Teeples

APMA

Associate Financial Advisor

Investment Specialist
Learn more about Kevin Teeples Visit Kevin Teeples's website

Kerry Thompson

CFP®, APMA

Private Wealth Advisor

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

Will Willson

APMA

Financial Advisor

Learn more about Will Willson Visit Will Willson'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

Larry Cross

Larry Cross

Client Concierge

Amy Dicken

Amy Dicken

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

Jeff McDaniel

Jeff McDaniel

Client Relationship Manager

John McNamara

John McNamara

Operations Specialist

Miranda Mottice

Miranda Mottice

Financial Planning Specialist

Samantha Mundhenk

Samantha Mundhenk

Client Service Specialist

Natalie Myers

Natalie Myers

Client Concierge

Muringi Ndirangu

Muringi Ndirangu

Financial Planning Specialist

Viola Pagliaro

Viola Pagliaro

Client Relationship Manager

Sundina Palmer

Sundina Palmer

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

Operations Specialist

Sarah Roberts

Sarah Roberts

Client Relationship Manager

Thomas Schmitz

Thomas Schmitz

Client Concierge

Yesenia Soto

Yesenia Soto

Client Relationship Manager

Kyla Wagner

Kyla Wagner

Event Planner,

Marketing Specialist
Hayley Webb

Hayley Webb

Client Service Specialist

Jarrett Westwick

Jarrett Westwick

Financial Planning Specialist

Kennedy Wirth

Kennedy Wirth

Marketing Specialist

Dara Young

Dara Young

Client Relationship Manager




Experience the power of a Strategic Alliance

To help our clients reach their long- and short-term financial goals, we have formed Strategic Alliances that can offer additional insights to your unique situations. If you’re looking for professionals to add to your network, visit our Strategic Alliance’s website or reach out directly to our practice to learn more.