Our Team


 

Envision Strategies’ professional staff is young at heart and seasoned with experience. Our team is regularly invited to speak at industry conferences, serve on advisory boards, and contribute articles to trade publications. Over our 20+ year history, our team has conducted planning engagements in all fifty states and across six continents. We have a passion for our work and are confident in our ability to serve our clients with excellence.

 

Sojo Alex

Principal
Tennessee (Memphis)
D: 720.458.6480 x 705
Email: salex@envstrategies.com

 

Rebecca Kost

Associate
Illinois
D: 720.458.6480 x 707
Email: rkost@envstrategies.com

 

Ann Roebuck

Vice President
Tennessee (Nashville)
D: 720.458.6480 x 702
Email: aroebuck@envstrategies.com

Glenn Gerchman

Senior Consultant
Florida
D: 720.458.6480 x 711
Email: ggerchman@envstrategies.com

 

Eric Lenard

Senior Consultant
Oregon
D: 720.458.6480 x 704
Email: elenard@envstrategies.com

 

Mindy Segal

Principal
Pennsylvania
D: 720.458.6480 x 710
Email: msegal@envstrategies.com

Eavan Jennings

Consultant
North Carolina
D: 720.458.6480 x 712
Email: ejennings@envstrategies.com

 

Freda Lujan-Moss

Business Manager
Colorado (Main Office)
D: 720.458.6480 x 708
Email: fmoss@envstrategies.com

 

Claudia Scotty

Founder and Executive Principal
New York
D: 720.458.6480 x 703
Email: cscotty@envstrategies.com

Katie Kiter

Consultant
Michigan
D: 720.458.6480 x 709
Email: kkiter@envstrategies.com

 

Stu Orefice

Senior Consultant
New Jersey
D: 720.458.6480 x 706
Email: sorefice@envstrategies.com

 

Rob White

President
Pennsylvania
D: 720.458.6480 x 701
Email: rwhite@envstrategies.com