Our Team

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Founding Partner, President, and Chief Compliance Officer

Kevin is a CFP® professional and a CPA® with more than 35 years of experience providing comprehensive investment advisory, financial planning, tax, and trust administration services to high-net-worth individuals, business owners, corporate executives and related entities. Having worked his first 12 years with “Big Four” public accounting firms (Price Waterhouse and Deloitte), Kevin has a unique depth of tax expertise with emphasis on individual and trust income taxes, estate taxes, and closely-held businesses. Kevin spent his next 20 years as President of an SEC-registered investment advisory firm originally formed as a private family office.

Education: UW-Madison 1988 (BBA - Double Major in Finance & Investment Banking and Accounting)

 Partner, Chief Investment Officer 

Josh is a CFA® Charterholder with over 25 years of experience providing wealth management and investment strategy services to high-net-worth individuals and families as well as institutional and not-for-profit relationships. Prior to joining Envision, Josh led investment portfolio strategy and research teams for U.S. wealth management at one of the largest North American banks (BMO). Josh held key leadership roles on BMO’s Asset Allocation Committee, Portfolio Asset Management Committee, Equity and Investment Strategies Implementation Working Groups, and Investment Strategy Team. Josh has unique experience serving professional athletes, having served as one of the national leads for the bank’s Sports & Entertainment Group. Prior to his time at the bank, Josh worked for a large private investment firm (Strong Funds) in roles focused on investment advisory services, trading, client service and sales.

Education: Marquette University 2002 (MBA - Finance); University of Wisconsin-Oshkosh 1999 (BBA - Double Major in Finance & Marketing)

Wealth Advisor, Director of Estate & Business Owner Planning

Steve is a CFP® professional with over 30 years of experience serving as a trusted advisor providing common sense solutions to help clients implement and achieve their wealth management, retirement, charitable, family giving and business transition planning goals. Prior to joining Envision, Steve was a Senior Director and led the business owner advisory services team at one of the largest North American banks (BMO). Previously, Steve was a partner specializing in estate, tax and business planning with a large national law firm based in Milwaukee (Quarles & Brady) with multiple offices in the Midwest, Arizona and Florida. Steve has co-authored two books on estate planning and spoken across the country on estate and business owner planning.

Education: UW-Madison 1989 (BA Double Major in Political Science & Sociology); UW-Madison Law School 1994 JD

Director of Tax 

Mary is a CPA® with over 25 years of tax consulting and compliance experience, including almost 18 years at Deloitte, a “Big Four” public accounting firm where she became a Tax Manager. Mary’s tax experience focused on serving individuals (including expatriates and foreign nationals), small businesses and multinational corporations. In recent years Mary has expanded her professional interests into financial services and fulfilling clients’ comprehensive planning needs.

Education: UW-Madison 1998 (BBA, Accounting); UW-Madison 1999 (Master of Accountancy with emphasis in Taxation)

Financial Services Associate

Drew graduated from University of Wisconsin-Madison with high academic recognition, having made the Dean’s list in 7 of 8 semesters. In Spring 2023 Drew was selected to participate in UW’s Applied Equity Market Research program. He has previously served as a finance and accounting intern for a local private company, a finance and accounting intern for a local CPA firm, and an alternative investments intern for US Bank. Drew was an active member of Tau Kappa Epsilon fraternity and an Associate Member of the Capital Management Club.

Education: UW-Madison 2024 (BBA in Finance, Investments, & Banking and a BA in Economics)