Christa Carey

Retirement Plan Consultant

 

Christa joined Impact in March 2019 after spending four years as director of client relations for Pension Plan Specialists, where she defined a role that didn’t previously exist. The position gave her experience related to all aspects of customer care and communication, as well as retirement plan design. She also spent five years at Wells Fargo Bank providing advisory services to both individuals and businesses. This multifaceted background makes her a valuable asset to Impact business customers and their employees.

 

In her free time, Christa enjoys exploring the outdoors with her son. Whether it’s biking, hiking or kayaking, Christa believes the best memories are made outside.

 

 

 

 

Perspective

We look at the bigger picture, thinking of our clients’ futures from multiple points of view.

Honesty

Our clients trust us because we always give it to them straight – and we always welcome straight talk back.

Personality

Other firms offer similar packages, services, options and funds, but the person you work with – how they handle themselves, the way they show they care – makes a difference.

Professionalism

When you call, we do

our best to quickly resolve any

issue or question you have. You won’t get caught up in some automated customer service system or process loop – you’ll get someone ready and

able to help.

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 © 2019. 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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