Our focus lies in transforming our clients’ lives and the lives of those they serve.
At Impact Partnership, our mission is to revolutionize the financial services industry. We do this by:
- Transforming independent financial advisors into successful, self-sufficient entrepreneurs with practices that can compete against the world’s largest corporations.
- Helping Americans retire successfully by empowering independent financial advisors and working with insurance companies to design and distribute innovative products.
We strive for honesty and authenticity in all interactions with clients, partners, and each other.
We see the best in situations, opportunities, and especially each other.
We aim to be the best at what we do.
We aspire to grow as a company and as individuals through healthy habits, because healthy things grow.
We celebrate our successes, our clients’ successes, and the successes of their clients.
Above all else, we are thankful for our expanding opportunity to serve.
Chief Executive Officer
Chief Financial Officer
Chief Operations Officer
Chief Compliance Officer
Chief Media Officer
Chief Marketing Officer
SVP of Technology
Impacting Lives: Making an Impact in our Community
We maximize our positive influence by partnering with charity initiatives and programs. In 2018, we officially launched our charitable initiative, Impacting Lives, to help make a difference in our community. Giving back has always been at the core of what we do, both as a company and as individuals.
In October 2018, we partnered with the CAYA Food Pantry in Dallas, Georgia to donate food and Thanksgiving meal kits to kick off the holiday season. Our company-wide goal was to donate 10,000 pieces of food, including 100 meal kits (which included vegetables, stuffing, gravy, and other Thanksgiving Day essentials). In just under four weeks, we shattered that goal by donating over 19,000 items to the Pantry.
The Future of Impacting Lives
In 2020, Impact is proud to partner with the Tim Tebow Foundation in support of their Night to Shine program, which hosts prom events for individuals with special needs.
For Christmas, the Impact team worked with the Cherokee Family Violence Center to furnish apartments for women and children in need. We donated a wide range of items, from paper towels and aluminum foil to bedding and small appliances like microwaves and coffee makers. Together we were able to furnish 13 apartments with living essentials.