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
[Team Member Name] is a skilled professional with extensive experience in [industry/field]. Passionate about [specific aspect of the job or industry], [he/she/they] deliver(s) exceptional results and drive(s) success for our clients.
Regional Vice Presidents & Investment Advisor
Liam Robinson
[Team Member Name] is a skilled professional with extensive experience in [industry/field]. Passionate about [specific aspect of the job or industry], [he/she/they] deliver(s) exceptional results and drive(s) success for our clients.
Regional Leader & Investment Advisor
Jim Gabarra
[Team Member Name] is a skilled professional with extensive experience in [industry/field]. Passionate about [specific aspect of the job or industry], [he/she/they] deliver(s) exceptional results and drive(s) success for our clients.
Creative Director
Katelyn & Dallin Christensen
[Team Member Name] is a skilled professional with extensive experience in [industry/field]. Passionate about [specific aspect of the job or industry], [he/she/they] deliver(s) exceptional results and drive(s) success for our clients.
Marketing Specialist
Victor Amidon
[Team Member Name] is a skilled professional with extensive experience in [industry/field]. Passionate about [specific aspect of the job or industry], [he/she/they] deliver(s) exceptional results and drive(s) success for our clients.
Head of Marketing
Matthew Roberts
[Team Member Name] is a skilled professional with extensive experience in [industry/field]. Passionate about [specific aspect of the job or industry], [he/she/they] deliver(s) exceptional results and drive(s) success for our clients.
Project Manager
Allison Croysdale
[Team Member Name] is a skilled professional with extensive experience in [industry/field]. Passionate about [specific aspect of the job or industry], [he/she/they] deliver(s) exceptional results and drive(s) success for our clients.
Creative Director
Julie Nelson
[Team Member Name] is a skilled professional with extensive experience in [industry/field]. Passionate about [specific aspect of the job or industry], [he/she/they] deliver(s) exceptional results and drive(s) success for our clients.
Marketing Specialist
Kathy Mellor
[Team Member Name] is a skilled professional with extensive experience in [industry/field]. Passionate about [specific aspect of the job or industry], [he/she/they] deliver(s) exceptional results and drive(s) success for our clients.
Head of Marketing
Saryn Keller
[Team Member Name] is a skilled professional with extensive experience in [industry/field]. Passionate about [specific aspect of the job or industry], [he/she/they] deliver(s) exceptional results and drive(s) success for our clients.
Project Manager
Ryen Foertsch
[Team Member Name] is a skilled professional with extensive experience in [industry/field]. Passionate about [specific aspect of the job or industry], [he/she/they] deliver(s) exceptional results and drive(s) success for our clients.
Creative Director
X
[Team Member Name] is a skilled professional with extensive experience in [industry/field]. Passionate about [specific aspect of the job or industry], [he/she/they] deliver(s) exceptional results and drive(s) success for our clients.
Marketing Specialist
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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