ABOUT US

 

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

Meet Our Key Staff

Retirement Plans

Mary Caballero

Managing Partner

 

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Haley Wienecke

Relationship Manager

 

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Employee Benefits

Candy Dietz

Managing Partner

 

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Elizabeth Stowell

Account Executive

 

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Shelby Evans

Account Executive

 

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Office Operations

Phil Troyer

Chief Compliance Officer

 

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Angel Johnstone

Executive Assistant

 

 

Pak Yu

Accounting Manager

 

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

811 SW Sixth Ave, Suite 1000

Portland, Oregon 97204

Tel: 503-248-0561

Toll Free: 877-248-0561

Email: info@impactbenefits.com

 

Impact Benefits & Retirement © 2021. 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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