At Impact Benefits & Retirement, we operate on three core elements:

Meet Our Key Staff

Retirement Plans

James Battmer

Lead Portfolio Manager

Mary Caballero

Managing Partner

Tapiwa Sigauke

Client Relationship Manager

Liz Martinis

Retirement Plan Consultant

Employee Benefits

Candy Dietz

Managing Partner

Steve Altishin

Senior Account Executive

Shelby Evans

Account Executive

Office Operations

Phil Troyer

Chief Compliance Officer

Kayla Herrington

Executive Assistant

Pak Yu

Accounting Manager

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

5441 SW Macadam Ave. Ste 301

Portland, OR 97239

Tel: 503-248-0561

Toll Free: 877-248-0561

Email: info@impactbenefits.com


Impact Benefits & Retirement © 2018. All Rights Reserved.



Securities offered through Triad Advisors, LLC, member FINRA/SIPC. Investment advice offered through Resources Investment Advisors, LLC, an SEC-registered investment adviser. Resources Investment Advisors, LLC and iMPACT Benefits & Retirement are not affiliated with Triad Advisors, LLC.

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