Our Team

Nearly two decades working for a private investment firm that focused in the design, service and, marketing of programs in the 403b school employee marketplace.

Over 30 years of experience within the 403(b)/401(k) marketplace working with clients to make the most of these retirement programs.

For over two decades, Wade has helped educator families create effective, process-driven investment plans. As a former senior manager for a nationwide investment firm, he has learned from many of the top advisors in the marketplace and has refined his investment process to include everything that he has learned throughout the years.

Sean is a Financial Professional who recently graduated with a degree in Business Finance from Pacific University Oregon. After spending some time working various accounting positions, he now brings his skills and knowledge to The Pension Geeks team at Envision Financial Group, Inc.

As a valuable asset to the team, Sean plays a crucial role in ensuring effective communication with clients and delivering outstanding client service. He conducts comprehensive fund research and analysis to assist clients in achieving their financial goals. As a diligent and dedicated professional, Sean provides guidance to clients at every stage of the investment process.