Our Story

The seeds that formed Envision Financial LLC date back more than 25 years when Kevin Ellis was referred to Steve White to prepare estate documents for Kevin’s grandmother. The two young professionals’ friendship grew from there and Steve became Kevin’s go-to attorney for estate documents until Steve left the practice of law to pursue financial advisory services.

During his time at Deloitte, Kevin interviewed Mary Ting on campus at UW Madison and recruited her to Deloitte where she stayed for close to 18 years. Kevin and Mary stayed in touch in the years after Kevin left Deloitte.

Kevin connected with Josh Palleon more than 20 years ago on a mutual client whose trust was managed by Josh at M&I Bank (predecessor to BMO). Kevin and Josh stayed in touch, setting the stage for a great partnership to develop down the road.

After successful stints at Quarles & Brady and JP Morgan, Steve made his way to BMO where he and Josh worked closely for more than 10 years. They formed a friendship while serving select clients, Steve providing financial & estate planning expertise and Josh providing investment expertise.

Kevin has known Drew Parey and his family for years, since Drew attended St. Mary’s Visitation and Marquette High School with Kevin’s children. Drew was a fraternity brother of Kevin’s oldest son at UW Madison as well.

As such, the Envision team has known each other and/or worked with one another in some capacity for decades. Our senior advisors gained invaluable experience working for large firms but, candidly, we’ve observed the dysfunctionality and inefficiencies of large firms first-hand.

With a vision to build something better than the industry had to offer, Kevin took the bold step of founding Envision Financial LLC in June 2021. From there, the path was set in motion for a special combination of advisory experts.

Our Culture

Big Firm Talent & Expertise

Prior to founding Envision, Kevin spent almost 12 years at large public accounting firms (Price Waterhouse and Deloitte) providing tax, financial planning, and investment advisory services to corporate executives, business owners, professionals, and high-net-worth individuals and related entities, and almost 20 years as President of an SEC-registered investment advisory, financial planning, trust and tax services firm originally formed as a private family office.

Mary spent close to 18 years at Deloitte, building deep expertise in tax compliance and planning for business owners, corporate executives, and expatriates.

Josh spent almost 20 years at BMO and Steve over 10 years at BMO as well as 5 years at JP Morgan and 10 years at Quarles & Brady LLP. In their years at BMO, Steve and Josh each held national leadership positions – Steve through his role as Senior Director & National Business Owner Strategist of BOSS (Business Owner Strategies & Solutions) and Josh as Managing Director of nationwide portfolio strategy, research, and trading teams across Fixed Income, Asset Allocation and Investment Strategy. Josh leveraged his almost 20 years of experience at BMO/M&I as well as almost 5 years at Strong Capital Management to develop a depth of expertise across all avenues of wealth management.

Ambassadors of Straight Talk

The investment advisory industry is saturated with conflicts of interest driven primarily by product sales. As a fee-only fiduciary with no product-related conflicts of interest, Envision is passionate about our fiduciary duty to place clients’ interests above all others. Envision’s advisors embrace a client-centered, service-first philosophy by which client service is paramount. While every advisor wants to sell his or her services, Envision’s philosophy is that good things happen to good people. If we provide the highest quality service and treat clients the way that we would want to be treated, our service will effectively sell itself. As such, Envision offers straight-talk about investments and planning without the pervasive emphasis on sales.

Envision your financial future with Envision Financial LLC.

Our Story

Our Culture

Big Firm Talent & Expertise

Ambassadors of Straight Talk

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