Our Team

EnVision Strategies is a financial planning firm focused on individuals and businesses to help achieve their goals and ultimately financial dignity. Our main mission, above all else, is to provide financial planning to people who would otherwise not have access to these services regardless of age, nationality, or wealth. 

More than ten years in the financial services industry,  Sue enjoys working with people from all walks of life to help prepare them for their financial future. She is an educator and a resource for her clients as she addresses their financial concerns in a collaborative manner.

Sue holds a bachelor’s degree from University of Kansas and a master’s degree from the University of Missouri in Business Administration. She has been a featured speaker at many conferences across the United States. Sue has been a proud member of the Million Dollar Round Table since 2014.

St. Louis Office

Sue Adams, MBA

Financial Planner,
Senior Partner

Will Difani

Financial Planner, Partner

Chris Grubish


Meghan Barr

Marketing Associate

Kansas City Office

Steven Twombly

Financial Planner, Partner

Tobias Scheffler

Financial Planner, Partner

Chad Nielsen, MBA