Envisage Wealth is partnering with My Very Own Blanket to make blankets for children in foster care! Email Kristen at kristen.kaufman@ampf.com for more information or to sign up to make a blanket!
There's a lion in the office! Zoey is ready for her first Halloween!
Join us TONIGHT for a special Tuesday edition of Thursdays with Alex & Co. with guest host Jeff Bush!
Alex and Jeff will be giving a timely update prior to the first presidential debate tonight.
Jeff Bush is known for his unique ability to translate difficult and confusing information coming out of Washington D.C. into growth strategies for business owners, executives and high net worth investors. Jeff is an integral part of The Washington Update, the industry’s NONPARTISAN professionals on all things Washington.
The conference number is 888-424-8151
The conference passcode is 8127 111#
Today we are wishing Financial Advisor extraordinaire, Kerry Thompson a very happy birthday!
As the season changes from summer to fall, what will the market forecast bring? Experts recommend considering five key drivers.
AMERIPRISEADVISORS.COM
5 key drivers for stocks in the near term
A year from now, you’ll be glad you remained focused on your long-term goals today. We're here to help you stay on track.
YOUTUBE.COM
Tomorrow’s success starts with today’s planning
Thank you to all who attended our first movie night! Should we host more movie nights in the future?
Please join us TONIGHT at 7:30 PM EDT for Thursdays with Alex & Co. We will be discussing Q3 market events, volatility as impacted by COVID-19, and the importance of staying invested through an election.
The conference call phone number is: (866) 294-4819
The conference call passcode is: 6112 346#
My Very Own Blanket is a local non-profit that has been positively impacting children in foster care for over 15 years. Listen to their amazing mission and join Envisage Wealth in creating blankets for the children they serve.
YOUTUBE.COM
They Own Their Story - And A Blanket | Jessica Hollins | TEDxColumbusWomen
Dara welcomed the sweetest new kitten to her family, Tessa!
Help us help others by signing up to make no-sew fleece blankets! All blankets will go to My Very Own Blanket, a local non-profit dedicated to providing comfort and security to children in foster care.
Please help us wish a very happy birthday to one of our financial advisors, Gabe Glimcher! We hope you have a fantastic day!
Last week, team member Alex Tulloch passed the Series Industry Exam! Congratulations, Alex!
Happy Birthday to one of our fantastic team members, Maddie Firth! We hope you are having a great day!
Looking for a family friendly activity as the weather turns cooler? Sign up to make a blanket for children in foster care! It takes 60 minutes to complete and is a suitable for all ages.
We are wishing our lovely team member, Jill Campbell a very Happy Birthday today!
Our first round of completed blankets arrived today and we are feeling extremely grateful for our INCREDIBLE volunteers!
Interested in making a blanket? Email Kristen at kristen.kaufman@ampf.com for more information or visit envisagewealth.com
Today we are sending warm birthday wishes to one of our financial advisors, Randy Ryan! Happy Birthday Randy!
Our team members got into the Halloween spirit over the weekend!
Happy Halloween from Envisage Wealth!
We continue to be amazed by our volunteers who have made this project more impactful than we ever dreamed possible. Thank you to everyone who has participated!
Happy Birthday to one of our outstanding financial advisors, Will Willson! Fun fact: Will shares his birthday with his younger brother, Andrew!
We are excited to announce that we will be featuring PETS on the 2021 Envisage Wealth calendar!
Please submit your photos to Kristen at kristen.kaufman@ampf.com by Friday, December 4th.
More photos from our National Day of Service making blankets for My Very Own Blanket!
Today we are wishing our wonderful team member, Dara Young a very Happy Birthday! Dara is at the very heart of our practice and we hope her day is extra special!
Yesterday was the Ameriprise National Day of Service and our team sat down and made 50 blankets for My Very Own Blanket! We can't wait to see all the blankets from our volunteers. More photos to come!
Please help us in wishing our fantastic team member, TJ Kyner, a very happy birthday!
We are supporting Toys for Tots again this year! If you wish to participate please send a new, unwrapped toy to our German Village office by December 4!
571 S. 3rd Street
Columbus, OH 43215
Not sure what to get? Check out our amazon wish list: https://a.co/dQ0KZly
Enjoy a socially distant night of fun for the family! This 30-minute drive-thru light show is synchronized to classic Christmas songs! When you arrive, tune into the dedicated radio station and remain in your vehicle for the duration of the light show.
For more information please visit envisagewealth.com
Happy Thanksgiving from Envisage Wealth! Our offices are closed today and tomorrow to allow our team members to spend time with their loved ones. We will resume normal operating hours on Monday, Nov. 30.
It's not too late to submit your very best pet photos for the 2021 calendar! Please send all submissions to Kristen at kristen.kaufman@ampf.com.
Current number of blankets in the German Village office! We estimate this is about half of the blankets that will be donated to My Very Own Blanket. We can't wait to see the rest!
Year after year we're blown away by your generosity and participation in our Toys for Tots drive. For anyone who would still like to participate please send your toys in by Tuesday, December 8!
Updated blanket count... All we can say is WOW!
Happy Birthday to one of our fantastic Private Wealth Advisors, Kevin Gegorski! We hope you have the happiest of days!
Please join us in congratulating team member Alex Tulloch for passing the Series 7 exam last week! Congratulations Alex!
We're collecting toys for Toys for Tots this holiday season! Drop toys off at any of our four office locations or check out or Amazon wish list!
https://a.co/dQ0KZly
Today we celebrated Ramona’s retirement in style! While she will continue to supply us with smiles and reasons why everyday is a great day until the end of the month, we are already starting to miss her!
Today was the final day of our Toys for Tots drive. We want to thank everyone who donated a toy and helped to make this holiday season merry and bright!
The pandemic is no match for our team member's creativity! Being able to "hug" Ramona before she retires this month is a must!
Please join us in congratulating team member Joey Ball for passing the Series 66 exam this morning! Congratulations Joey!
Please help us wish our team member, Scott Bentley a very Happy Birthday! Scott, we hope you have the best day!
Please help us wishing team member, Kat Miller a very Happy Birthday! We hope you are having a great day Kat!
Thank you to everyone who volunteered! We were able to donate 755 blankets to foster children this season! Watch the video below to see how impactful all of your efforts were!
We are excited to share that team member Maddie Firth is now our Marketing Specialist! Maddie joined the company two years ago as part of the Service team and always had a passion for marketing. Congratulations, Maddie!
A BIG congratulations to Alex Tulloch who passed the Series 66 last week!
Merry Christmas and Happy Holidays from all of us at Envisage Wealth! We hope you have wonderful day surrounded by loved ones.
Happy Holidays from all of us at Envisage Wealth! A reminder that our offices close at 1 PM today and will remain closed on the 25th to allow our team to spent the holiday with their loved ones. We will resume normal hours on Monday, December 28th.
Happy New Year! Cheers to health, happiness, and prosperity in 2021!
Please join us in congratulating Abby Shepherd on her new role with Envisage Wealth as Client Relationship Manager! #TeamThursday
We're excited to share that team member Kyle Keber is a Financial Advisor! Kyle started with Envisage Wealth in 2018 as an Investment Specialist. Congratulations, Kyle!
Join Envisage Wealth on January 20th as we present Cyber Security During Covid, strategies that can help you to navigate the internet without putting yourself at risk. For more information please visit envisagewealth.com.
We are very excited to announce that team member Sarah Roberts has been promoted to the Co-Director of Service alongside Dara Young! Sarah joined the Envisage Wealth team three years ago and is thrilled to begin her new role with the company. Congratulations, Sarah!
We're excited to share that team member Kyle Keber is a Financial Advisor! Kyle started with Envisage Wealth in 2018 as an Investment Specialist. Congratulations, Kyle!
Sending warm birthday wishes to team member, Alex Reed! Happy Birthday Alex!
Happy Birthday to one of our phenomenal Private Wealth Advisors, Andy Fugazzi! Have a fantastic day!
We are very excited to announce that team member Sarah Roberts has been promoted to the Co-Director of Service alongside Dara Young! Sarah joined the Envisage Wealth team three years ago and is thrilled to begin her new role with the company. Congratulations, Sarah!
We're excited to share that team member Kyle Keber is a Financial Advisor! Kyle started with Envisage Wealth in 2018 as an Investment Specialist. Congratulations, Kyle!
We have rescheduled the date of the presentation, Cyber Security During COVID, strategies that can help you navigate the internet without putting yourself at risk. The presentation will take place on Friday, February 26th at 12:00 PM.
Today is a day to honor, reflect, and celebrate the legacy of Martin Luther King Jr. Our four office locations are closed and will resume normal operating hours on Tuesday, January 19th.
Sending warm birthday wishes to team member, Alex Reed! Happy Birthday Alex!
Happy Birthday to one of our phenomenal Private Wealth Advisors, Andy Fugazzi! Have a fantastic day!
We are very excited to announce that team member Sarah Roberts has been promoted to the Co-Director of Service alongside Dara Young! Sarah joined the Envisage Wealth team three years ago and is thrilled to begin her new role with the company. Congratulations, Sarah!
Please join us in wishing one of our awesome Financial Planning Specialist, Sam Buford, a very happy birthday!
We have very exciting news! Team member, Alex Reed, recently got ENGAGED! Congratulations Alex and Danni!
We have rescheduled the date of the presentation, Cyber Security During COVID, strategies that can help you navigate the internet without putting yourself at risk. The presentation will take place on Friday, February 26th at 12:00 PM.
Today is a day to honor, reflect, and celebrate the legacy of Martin Luther King Jr. Our four office locations are closed and will resume normal operating hours on Tuesday, January 19th.
Sending warm birthday wishes to team member, Alex Reed! Happy Birthday Alex!
Happy Birthday to one of our phenomenal Private Wealth Advisors, Andy Fugazzi! Have a fantastic day!
Today we are celebrating one of our phenomenal Financial Advisors, Sara Colton. Please join us in wishing Sara a happy birthday!
We are VERY excited to introduce everyone to Pet of the Week! Our very first pet of the week is the Gegorski's new puppy, Buddy! Buddy was named after Buddy the Elf and has already learned how to ring the bell to go potty outside!
Want your pet featured on upcoming Pet of the Week posts? Email Maddie Firth a photo of your furry friend with a fun fact about them!
E: madeline.firth@ampf.com
Please join us TOMORROW at 7:30 PM EDT for Thursdays with Alex & Co. We will be discussing Q4 market events, our outlook for 2021, and best practices when it comes to optimizing your retirement savings.
The conference call phone number is: 833-431-0179
Conference ID: 7460059
Please join us in wishing one of our awesome Financial Planning Specialist, Sam Buford, a very happy birthday!
We have very exciting news! Team member, Alex Reed, recently got ENGAGED! Congratulations Alex and Danni!
We have rescheduled the date of the presentation, Cyber Security During COVID, strategies that can help you navigate the internet without putting yourself at risk. The presentation will take place on Friday, February 26th at 12:00 PM.
This week we have two pets of the week! Meet Sooner and Nugget the golden retrievers. Aren't they so cute?! Sooner recently turned ten years old and Nugget recently turned one year old. They love wrestling with each other, napping together, and playing in the snow!
Want your pet featured on upcoming Pet of the Week posts? Email Maddie Firth a photo of your furry friend with a fun fact about them!
E: madeline.firth@ampf.com
Team member, Jill Campbell, recently took in a new furry family member! Meet Bernie the kitten!
Join us for our next presentation, Cyber Security During COVID, strategies that can help you navigate the internet without putting yourself at risk. The presentation will take place on Friday, February 26th at 12:00 PM.
For more information please visit envisagewealth.com
Please help us congratulate our wonderful team member, Alex Tulloch, who passed the Ohio Life Accident and Health Insurance Exam yesterday!
Today we are celebrating one of our phenomenal Financial Advisors, Sara Colton. Please join us in wishing Sara a happy birthday!
We are VERY excited to introduce everyone to Pet of the Week! Our very first pet of the week is the Gegorski's new puppy, Buddy! Buddy was named after Buddy the Elf and has already learned how to ring the bell to go potty outside!
Want your pet featured on upcoming Pet of the Week posts? Email Maddie Firth a photo of your furry friend with a fun fact about them!
E: madeline.firth@ampf.com
Everyone say hello to this week's pet of the week, Gabe! Gabe loves to sit and watch the fish swim around in his fish tank at home. What a cutie!
Want your pet featured on upcoming Pet of the Week posts? Email Maddie Firth a photo of your furry friend with a fun fact about them!
E: madeline.firth@ampf.com
Congratulations are in order for team member, Joey Ball, who passed his OH Life Health & Accident exam on Saturday!
Please join us in congratulating Meg Kaufman on her ENGAGEMENT over the weekend!
This week we have two pets of the week! Meet Sooner and Nugget the golden retrievers. Aren't they so cute?! Sooner recently turned ten years old and Nugget recently turned one year old. They love wrestling with each other, napping together, and playing in the snow!
Want your pet featured on upcoming Pet of the Week posts? Email Maddie Firth a photo of your furry friend with a fun fact about them!
E: madeline.firth@ampf.com
Team member, Jill Campbell, recently took in a new furry family member! Meet Bernie the kitten!
Join us for our next presentation, Cyber Security During COVID, strategies that can help you navigate the internet without putting yourself at risk. The presentation will take place on Friday, February 26th at 12:00 PM.
For more information please visit envisagewealth.com
Happy President's Day from Envisage Wealth! A reminder that our offices are closed today and we will resume normal operating hours on Tuesday, February 16.
Everyone say hello to this week's pet of the week, Gabe! Gabe loves to sit and watch the fish swim around in his fish tank at home. What a cutie!
Want your pet featured on upcoming Pet of the Week posts? Email Maddie Firth a photo of your furry friend with a fun fact about them!
E: madeline.firth@ampf.com
Congratulations are in order for team member, Joey Ball, who passed his OH Life Health & Accident exam on Saturday!
Please join us in congratulating Meg Kaufman on her ENGAGEMENT over the weekend!
This week we have two pets of the week! Meet Sooner and Nugget the golden retrievers. Aren't they so cute?! Sooner recently turned ten years old and Nugget recently turned one year old. They love wrestling with each other, napping together, and playing in the snow!
Want your pet featured on upcoming Pet of the Week posts? Email Maddie Firth a photo of your furry friend with a fun fact about them!
E: madeline.firth@ampf.com
Team member, Jill Campbell, recently took in a new furry family member! Meet Bernie the kitten!
Happy Birthday to our talented team member, Donnie Mackie! Wishing you much happiness on your special day!
This week's pet of the week is Apache-Mojo! He loves to fly and insists on greeting everyone in the boarding area. He seems like the best travel companion - what a cutie!
Want your pet featured on upcoming Pet of the Week posts? Email Maddie Firth a photo of your furry friend with a fun fact about them!
E: madeline.firth@ampf.com
Happy President's Day from Envisage Wealth! A reminder that our offices are closed today and we will resume normal operating hours on Tuesday, February 16.
Everyone say hello to this week's pet of the week, Gabe! Gabe loves to sit and watch the fish swim around in his fish tank at home. What a cutie!
Want your pet featured on upcoming Pet of the Week posts? Email Maddie Firth a photo of your furry friend with a fun fact about them!
E: madeline.firth@ampf.com
Today we are celebrating team member, Andrew Brate's, birthday! Happy birthday Andrew, we hope your day is filled with so much cele-BRATE-tion.
Join us today at Noon for Cyber Security During COVID! Information to join below:
Link to join: https://ampfadvisors.webex.com/ampfadvisors/onstage/g.php?MTID=e5008455367cc96f537c8b9f66c979534
Event password: CyberSecurity1!
Today we are wishing our wonderful team member, Kristen Kaufman a very Happy Birthday! We hope your special day is filled with love!
Join us for our next presentation, Cyber Security During COVID, strategies that can help you navigate the internet without putting yourself at risk. The presentation will take place this Friday, February 26th at 12:00 PM.
For more information please visit envisagewealth.com
Happy Birthday to our talented team member, Donnie Mackie! Wishing you much happiness on your special day!
This week's pet of the week is Apache-Mojo! He loves to fly and insists on greeting everyone in the boarding area. He seems like the best travel companion - what a cutie!
Want your pet featured on upcoming Pet of the Week posts? Email Maddie Firth a photo of your furry friend with a fun fact about them!
E: madeline.firth@ampf.com
Today and every day, we celebrate the achievements of women and support the fight for gender equality. #InternationalWomensDay
We are VERY excited to introduce everyone to this week's pet of the week, Dean Martin! Dean visited our German Village office yesterday and stole our hearts!
Want your pet featured on upcoming Pet of the Week posts? Email Maddie Firth a photo of your furry friend with a fun fact about them!
E: madeline.firth@ampf.com
We are thrilled to announce our FORBES FOUR! Envisage Wealth had four advisors nominated to Forbes Best-in-State Wealth Advisors for 2021. This list recognizes top advisors from across the industry who are committed to helping their clients achieve their long-term financial goals. Congratulations Jeff, Jessica, Kerry and Kevin!
https://www.ameripriseadvisors.com/jeffery.d.chaddock/profile
https://www.ameripriseadvisors.com/jessica.l.simpson/profile
https://www.ameripriseadvisors.com/kerry.r.thompson/profile
https://www.ameripriseadvisors.com/kevin.m.gegorski/profile
Today we are celebrating team member, Andrew Brate's, birthday! Happy birthday Andrew, we hope your day is filled with so much cele-BRATE-tion.
Join us today at Noon for Cyber Security During COVID! Information to join below:
Link to join: https://ampfadvisors.webex.com/ampfadvisors/onstage/g.php?MTID=e5008455367cc96f537c8b9f66c979534
Event password: CyberSecurity1!
Today we are wishing our wonderful team member, Kristen Kaufman a very Happy Birthday! We hope your special day is filled with love!
Today we are celebrating our wonderful Financial Advisor, Javier Piquero, on his birthday. Happy Birthday Javier, we hope you have a special day!
Today and every day, we celebrate the achievements of women and support the fight for gender equality. #InternationalWomensDay
We are VERY excited to introduce everyone to this week's pet of the week, Dean Martin! Dean visited our German Village office yesterday and stole our hearts!
Want your pet featured on upcoming Pet of the Week posts? Email Maddie Firth a photo of your furry friend with a fun fact about them!
E: madeline.firth@ampf.com
We are thrilled to announce our FORBES FOUR! Envisage Wealth had four advisors nominated to Forbes Best-in-State Wealth Advisors for 2021. This list recognizes top advisors from across the industry who are committed to helping their clients achieve their long-term financial goals. Congratulations Jeff, Jessica, Kerry and Kevin!
https://www.ameripriseadvisors.com/jeffery.d.chaddock/profile
https://www.ameripriseadvisors.com/jessica.l.simpson/profile
https://www.ameripriseadvisors.com/kerry.r.thompson/profile
https://www.ameripriseadvisors.com/kevin.m.gegorski/profile
Today we are celebrating team member, Andrew Brate's, birthday! Happy birthday Andrew, we hope your day is filled with so much cele-BRATE-tion.
Join us today at Noon for Cyber Security During COVID! Information to join below:
Link to join: https://ampfadvisors.webex.com/ampfadvisors/onstage/g.php?MTID=e5008455367cc96f537c8b9f66c979534
Event password: CyberSecurity1!
Meet our ADORABLE pet of the week, Knuckles! He is very ready for Spring and so are we! Stay pawsome, Knuckles!
Want your pet featured on upcoming Pet of the Week posts? Email Maddie Firth a photo of your furry friend with a fun fact about them!
E: madeline.firth@ampf.com
Please join us in wishing our wonderful team member, Abby Shepherd, a happy birthday! We hope you have the best day!
All of us at Envisage Wealth would like to congratulate Jeff Chaddock on being named to the 2021 Barron’s Top 1,200 Financial Advisors list. This list recognizes advisors who excel at helping clients achieve their long-term financial goals. Congratulations, Jeff!
https://www.ameripriseadvisors.com/jeffery.d.chaddock/profile
Today we are sending warm birthday wishes to one of our Client Service Specialists', Cindy King! Happy Birthday Cindy!
Today we are celebrating our wonderful Financial Advisor, Javier Piquero, on his birthday. Happy Birthday Javier, we hope you have a special day!
Today and every day, we celebrate the achievements of women and support the fight for gender equality. #InternationalWomensDay
Behind the scenes getting the set ready for tonight's event: Plants by Design!
Link to join:
https://ampfadvisors.webex.com/ampfadvisors/onstage/g.php?MTID=e3e7d86ca1464111378fbe5ccd8e8e3d0
Password:
Plants1!
We are excited to share that we welcomed a new team member to Envisage Wealth, Mythri Padival! Mythri joined the financial planning team as a Financial Planning Analyst and is currently working at our Worthington location.
Congratulations to Sherry Hill who successfully completed the Behavioral Financial Advisor designation last week!
Join Jeff Chaddock and Envisage Wealth to learn creative, low cost ways to make a garden, an arrangement, and planter look amazing just in time for spring! Reserve your spot today by emailing Maddie at madeline.firth@ampf.com.
www.envisagewealth.com
Meet our ADORABLE pet of the week, Knuckles! He is very ready for Spring and so are we! Stay pawsome, Knuckles!
Want your pet featured on upcoming Pet of the Week posts? Email Maddie Firth a photo of your furry friend with a fun fact about them!
E: madeline.firth@ampf.com
Please join us in wishing our wonderful team member, Abby Shepherd, a happy birthday! We hope you have the best day!
