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About Us

What We DoWe are dedicated to helping you navigate the complex world of finance.

OUR RELATIONSHIPFirst Financial Group

Founded in Towson, MD 40 years ago, First Financial Group, became one of the largest independently-owned financial services firms in the Mid-Atlantic area. As of 2020, the combined firm has offices in eight states and a workforce of over 150 advisors and 100 full time staff.

In conjunction with the founding of Envision Wealth, we’ve formed a strategic alliance with First Financial Group (FFG), a comprehensive wealth management firm. This collaboration significantly enhances our capacity to meet the growing needs of those we currently assist and those we will serve in the future.

Meet The Team
Who You’ll Be Working With: Advisors

Jen Boldt

Jen Boldt

Financial Advisor
515.896.0120
jenboldt@ewiowa.com

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Jay DeVries

Jay DeVries

Financial Advisor
515.896.0119
jaydevries@ewiowa.com

Email Jay
Tony Patterson

Tony Patterson

Financial Advisor
319.675.0002
tonypatterson@ewiowa.com

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Todd Thomas

Todd Thomas

Financial Advisor
319.675.0010
toddthomas@ewiowa.com

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Kyle Younker

Kyle Younker

Financial Services Professional
515.209.3880
kyleyounker@ewiowa.com

Email Kyle

Meet The Team
Who You’ll Be Working With: Advisor Staff

Mercedes Francis

Mercedes Francis

ADMIN SUPPORT TO JEN BOLDT
515.896.0118
mfrancis@ewiowa.com

 Susan Nemmers

 Susan Nemmers

ADMIN SUPPORT TO JAY DEVRIES
515.896.0117
snemmers@ewiowa.com

Raegan Schultz

Raegan Schultz

ADMIN SUPPORT TO TODD THOMAS
319.675.0011
raeganschultz@ewiowa.com

Ellie Wolff

Ellie Wolff

ADMIN SUPPORT TO TODD THOMAS & TONY PATTERSON
319.675.0003
elliewolff@ewiowa.com

Contact Us
If You Can Dream It, You Can Do It

We can help you make the right decisions for your future together.

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