Meet Our Team of Professionals
At Impact Financial, our advisors and support team come from a wide range of personal and professional backgrounds, but they all share one thing in common: a passion for helping families take control of their financial future.
Many of our licensed agents were once clients themselves. Because of this, they don’t just understand the strategies; they understand the real-life challenges and decisions you’re facing. They've walked in your shoes, and now they’re committed to walking alongside you.
What sets our team apart is not just what we know, but how we serve.
Every member of our office is dedicated to education, accessibility, and long-term partnership, because we believe financial guidance should feel personal, not transactional.
Dallin & Caitlin Brand
Brokers | 9 Years in the Industry
Dallin and Caitlin are brokers with nearly a decade of experience helping families build strong financial foundations. They believe in education-first advising—focusing on clarity, relationships, and long-term confidence. As parents of two young kids and passionate CrossFit athletes, they understand the importance of balancing financial goals with real life. Their mission is simple: empower families to make informed decisions and build wealth with purpose.
Regional Vice Presidents & Investment Advisor
Liam Robinson
Financial Advisor | Series 6, 63, 26 & 65 Licensed
Liam brings a unique blend of finance, education, and wellness into his advisory practice. With a background in teaching and a shared yoga studio that he and his wife, Alex, own and manage, he has a heart for community development and personal growth. His approach is rooted in mindfulness, clarity, and empowerment—guiding clients to financial strategies that align with their goals, values, and lifestyle.
Regional Vice President & Investment Advisor
Katelyn & Dallin Christensen
Katelyn has spent several years helping individuals and families understand their finances with clarity and confidence. She loves that her work allows her to directly impact her community through education and accessible financial resources. A mom of two, Katelyn works alongside her CPA husband—together forming a true financial “power couple” dedicated to helping others build stability and success.
Financial Advisor
Jim Gabarra
With over 25 years of leadership experience in professional sports across five domestic leagues, Jim knows what it takes to build strategy, culture, and winning systems. Today, he applies that same skillset to financial coaching—helping individuals and families build plans, confidence, and long-term success. His expertise in vision, discipline, and execution gives clients a unique advantage as they work toward their financial and life goals.
Investment Advisor
Breanna Burrows
Breanna is a dedicated financial coach, mom of three, and competitive Highland Games athlete who brings strength, discipline, and heart into everything she does. She is passionate about educating others on the fundamentals of personal finance so they can reach their goals and experience true financial peace.
Committed to strengthening her community, Breanna provides supportive resources and open conversations around money, empowering individuals and families with the confidence and tools to build a better future.
Financial Advisor
Matthew Roberts
Matthew is just as passionate about financial education as he is about studying the past. While completing his PhD in History at Auburn University, he became a licensed financial coach—driven by his love for teaching and helping others. With a background in middle and high school education and over 10 years of soccer coaching, teaching is in his DNA. Now, he brings that same energy to financial literacy, helping clients understand their money with confidence and clarity.
Financial Advisor
Allison Croysdale
Allison is a mom of two, a dog lover, and a long-time advocate for serving others. She entered the financial industry to turn her compassion into impact—helping clients feel secure, supported, and capable on their financial journey. With her experience and heart for people, she guides families toward financial stability with understanding, strategy, and encouragement.
Investment Advisor
Julie Nelson
Julie brings extensive experience in CPA work, LIHTC real estate development, and accounting management. Her background in impact-driven projects and financial oversight allows her to serve clients with precision, clarity, and purpose. She loves helping people understand their finances from a practical, numbers-backed perspective while planning for meaningful long-term outcomes.
Investment Advisor
Saryn Keller
Saryn is a dedicated financial professional and mom of three, passionate about helping families and individuals reach their goals. With several years of experience in the industry, she blends expertise with empathy—creating a welcoming environment for clients to learn, ask questions, and take action. She loves showing clients that they can succeed financially, and she’s here to help them every step of the way.
Office Executive & Investment Advisor
Want to Set Up a Review Meeting?
Scheduling a review is easy, just click the link to access your advisor’s calendar and pick a time that works best for you. If you’re having trouble finding a time that fits your schedule, feel free to reach out to our office manager, Saryn, and she’ll be happy to help.
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