Jill Ehlers
AIF®, CPWA®
Jill Ehlers brings a unique blend of down-to-earth relatability and professional expertise to Envision Wealth Strategies. Growing up on a small farm in Iowa, Jill learned the values of hard work, discipline, and helping others. Despite modest financial means, her parents instilled in her the importance of saving and living within one’s means—principles that guide her approach to financial planning today.
A graduate of Morningside College, Jill excelled both academically and athletically, winning back-to-back national basketball titles with her team. This experience taught her the value of teamwork, perseverance, and leadership—qualities she brings to her work with clients every day.
Since becoming an advisor in 2013, Jill has earned recognition as a member of the prestigious Million Dollar Round Table. Her mission is to empower clients to take control of their financial futures, offering expert guidance in wealth accumulation, retirement planning, income management, tax-efficient strategies, asset protection, and business planning.
Beyond her professional achievements, Jill is deeply involved in her community. She serves as a board member for the Elkhorn Public Schools Foundation, is an active member of Lifegate Church, and participates in Women in Insurance and Financial Services as well as the HOAA, supporting families of resident physicians.
When she’s not working, Jill enjoys spending time with her husband, their three children, and the family dog. Her approachable demeanor and genuine passion for helping others make her a trusted partner for clients looking to achieve their financial dreams.
Phone: 402-932-4394
Fax: 402-932-5714
Jill@Envisionwealthstrategies.com
Amy Sunquist
Director of Operations
Amy Sunquist brings a warm, service-oriented approach to her role as Director of Operations at Envision Wealth Strategies. Born and raised in the Omaha area, Amy has deep roots in the community she serves. With a passion for helping others, she ensures that every client feels supported, valued, and well taken care of.
As the go-to person for client needs, Amy manages inquiries, assists with service-related requests, and keeps the office running seamlessly. Whether coordinating with advisors or addressing client questions, her attention to detail and dedication to exceptional service make her an indispensable part of the team.
Outside of work, Amy is devoted to her family, spending quality time with her husband, their two children, and dogs. She also enjoys traveling, reading, and exploring the outdoors. An active community member, Amy volunteers with various nonprofit organizations, embodying her commitment to making a positive impact both inside and outside the office.
Amy’s approachable demeanor, organizational expertise, and genuine care for clients make her a trusted and reliable resource for anyone working with Envision Wealth Strategies.
Phone: 402-932-4294
Fax: 402-932-5714
Email: amy@envisionwealthstrategies.com
Emily Tritsch
Marketing Coordinator
Emily Tritsch brings creativity and energy to her role as Marketing Coordinator at Envision Wealth Strategies. Growing up in the picturesque sandhills of Nebraska, she developed a strong appreciation for community and hard work—values she carries into her professional life today.
Emily keeps Envision Wealth Strategies connected and engaged by managing social media platforms and sharing updates, educational tips, and insights that empower clients. Her dedication to creating meaningful, informative content ensures that clients stay informed and inspired on their financial journey.
Now living in Papillion with her husband and their three children, Emily thrives on helping others and staying busy. Outside of work, she enjoys spending time with family and friends, exploring the outdoors, running, and tackling home improvement projects.
Emily’s blend of creativity, relatability, and passion for helping others makes her an integral part of the Envision Wealth Strategies team.
Charlie
Director Of First Impression
As Director of First Impressions, Charlie takes great pride in greeting clients with a wag, a nudge, or sneaking between their legs. With an innate ability to make people feel at ease, Charlie brings comfort, charm, and a touch of joy to every visit. When he’s not overseeing the office, Charlie is usually found close to his assistant, Jill, deep in thought (also known as strategic napping) with occasional snoring. It’s all part of his process. Charlie’s strengths include welcoming clients with calm, friendly energy, creating a stress-free environment (often by napping in it), and keeping spirits high with spontaneous charm and subtle snores. Charlie may not have a license, but he’s a pro at managing smiles, boosting team spirit, and reminding everyone to take a moment to enjoy the day. His favorite quote: “Sometimes the best investment is in a good belly rub.
Our Mission
How We Are Different
At Envision Wealth Strategies, our mission is to serve physicians, business owners, and their families with honesty, integrity, and care. We listen first to understand what matters most, then provide clear, personalized guidance that aligns wealth with values. By simplifying complexity and building trust, we help clients create the life they want to live—with confidence, peace of mind, and a lasting sense of purpose.