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Meet The Envision Team

We believe big wins are the purview of shared experiences with partners, mentors and coaches.

Matt Bartz

ChFC®, CLU®, CLF®

Financial Planner, Managing Partner

David Bear

CFP®, ChSNC®, CAP®, AEP®

Financial Planner, Managing Partner

Jennifer Wernsing

RICP®

Director of Client Services

Grant Ambrosich

MSFP

Financial Planner

Roger L. Olson

Wealth Advisor

Kelly Rose

Operations Coordinator

9250 E Costilla Ave. Suite 603 | Greenwood Village, CO 80112
145 N College Ave. Suite Q | Fort Collins, CO 80524
info@EnvisionFinancialPartners.com
(720) 762-5446

9250 E Costilla Ave. Suite 603 Greenwood Village, CO 80112

145 N College Ave. Suite Q Fort Collins, CO 80524 info@EnvisionFinancialPartners.com (720) 762-5446

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