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We work

For You

You’ve worked hard to get where you are, all while dreaming about what life will be like in retirement. The trips you’ll take, the passions you’ll pursue. You shouldn’t have to waste a single second worrying about what the market is doing or if you’ll have enough money to last your whole retirement. That’s where we come in. We are dedicated to helping empower you to make the best financial decisions for you and your family. As your strategic partner, we work to make a positive impact in your life by fully utilizing our years of industry knowledge and experience.

James Teegarden
CEO
Garrett Tracht pic
Garrett Tracht
Wealth Advisor
Julia Thayer pic
Julia Thayer
Financial Planning Associate
Jason Weichbrodt pic
Jason Weichbrodt
Wealth Advisor
Claire Teegarden pic
Claire Teegarden
Director | Client Relations
Jessica Martin pic
Jessica Martin
Director | Insurance Operations
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Gunnar Fye
Director | Operations
Zander Harrigan pic
Zander Harrigan
Director | Creative
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Sawyer Harrigan
Director | Barketing
Mountain Forest View

OUR TEAM AFFILIATES

Meet Impact Wealth’s Affiliate Partner Network

We’ve partnered with Csenge Advisory Group to enhance the level of service and expertise we provide to you—without changing the personal relationship you have with our team.

Through this partnership, we're supported by an established investment platform providing institutional-level research, portfolio construction, and ongoing oversight behind the scenes. This allows us to stay focused on what matters most: understanding your goals and helping guide your financial decisions with clarity and confidence.

To learn more about Csenge, click on their logo below.

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Plan Your Impact

Empower your financial future with guidance tailored to your goals. As your trusted partner, we help you make confident decisions and maximize your impact. Plan today for a secure, fulfilling retirement for you and your family.

SCHEDULE YOUR STRATEGY SESSION
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