Envision Financial LLC

Kevin Ellis is a CFP®-certified financial advisor with 24 years of industry experience. He is affiliated with Envision Financial LLC in Brookfield, WI, where he has worked since 2001, including a brief tenure at Thrivent Advisor Network, LLC from 2020 to 2021. His background includes nearly two decades at Kyle Financial Services prior to joining Envision Financial. Envision Financial LLC serves primarily high-net-worth and ultra-high-net-worth individuals, corporate executives, business owners, family trusts, and personal retirement plans, focusing on clients with at least $1 million in marketable assets. The firm employs a disciplined asset allocation approach supported by proprietary cash-flow Monte Carlo modeling and offers services including investment advisory, financial planning, tax, estate planning, and trust administration.

Joshua Palleon is a CFA® charterholder with 26 years of experience in the financial industry. He is currently an advisor at Envision Financial LLC and has previously worked with BMO Harris Financial Advisors and BMO Wealth Management. Envision Financial LLC is an SEC-registered advisory firm that serves high-net-worth and ultra-high-net-worth individuals, corporate executives, business owners, and family trusts. The firm focuses on asset allocation and employs a proprietary cash-flow Monte Carlo modeling tool to guide investment decisions, offering a range of services including investment advisory, financial planning, tax, estate planning, and trust administration.

Andrew Parey is a financial advisor at Envision Financial LLC with a Series 65 designation and experience beginning in 2024. Prior to joining Envision Financial, he held positions at American Tack & Hardware, U.S. Bank, and Quandt, Berndt, & Company LLC. He studied at the University of Wisconsin-Madison from 2020 to 2024. Envision Financial LLC is an SEC-registered advisory firm serving high-net-worth and ultra-high-net-worth individuals, corporate executives, business owners, family trusts, and retirement plans with at least $1,000,000 in marketable assets. The firm focuses on asset allocation and uses a proprietary cash-flow Monte Carlo modeling tool to manage portfolios primarily through ETFs and institutional mutual funds, while also offering tax and trust administration services.

Stephen White is a CFP® and holds a Series 65 license, currently affiliated with Envision Financial LLC. He has one year of experience at Envision Financial and previously spent ten years at BMO Wealth Management US. Envision Financial LLC serves high-net-worth and ultra-high-net-worth individuals, corporate executives, business owners, and family trusts, typically managing relationships with at least $1 million in marketable assets. The firm focuses on asset allocation using a proprietary cash-flow Monte Carlo modeling tool and implements portfolios primarily through ETFs and institutional mutual funds, with ongoing monitoring and rebalancing.