Our Team

Our financial advisors and support staff collaborate closely to provide a comprehensive experience aligned with your long-term objectives. Our marketing and operations teams streamline the process of becoming a subscriber, client, or investor, allowing our advisors to focus on listening to you and addressing your unique needs. Whether you're looking to grow your wealth, recover from debt, plan for retirement, or optimize your investments, we are dedicated to delivering the highest level of service and support throughout your financial planning journey.

Our Visionary

James Brewer

James Brewer started Envision to provide values aligned investing and financial planning to those who were underserved by traditional firms. Since then, Envision has been named one of the 20 Best Financial Advisors in Chicago by Expertise. InvestmentNews named him a 2023 Excellence Awardee in the (Environmental, Social and Governance) ESG Advisor of the Year Category.

Meet Our Team

Our caring team is here to make your values integrated investing and financial planning experience as stressless as possible. Your story and your financial goals are unique. We are constantly rethinking processes to better serve all of our current and future clients.  We are open to hearing your thoughts on how we can improve your experience.
JD Barrow
Manager, Operations Envisioneering™
JD helps smooth the operations that support delivering our Envisioneering® Financial Life Planning Process. His duties encompass seeing that our financial planning, investment management, and insurance workflows run smoothly. He also helps prospects and clients get scheduled and tends to our accounts.

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