Mary Caballero

Managing Partner

 

Through 14 years of working with companies and their employees, Mary is aware of the uniqueness of each person and organization. She is here to guide you through the complexities of structuring retirement plans and benefits. While she knows her stuff, it’s the way Mary makes the work a little more fun, creative, and exciting that people mention most.

 

In 2016, along with her business partner, Candy Dietz, she purchased Heestand Company & Gahlsdorf Insurance to create Impact Benefits & Retirement. Both companies have been in Portland, OR for well over 30 years. As managing partner, Mary is committed and focused on leading and evolving Impact to meet the new demands for innovation in financial services and insurance.

 

Mary has been acknowledged by her peers in the field of retirement benefits, most recently as part of the team who received the 2014 Top 100 Retirement Plan Advisers in the country by PlanAdviser Magazine and the 2014 Top 50 Plan Advisers under 40 by the National Association of Plan Advisers, as well as the Top Women Advisers in the Country 2015 - 2018.

 

Mary is among the dwindling population of Portland natives. She received her BA in Economics from Portland State University. She juggles the social calendar of a teenage girl and the ever-curious life of a toddler boy. Outside of work, her life revolves around them and their big family. You can find them in a loud kitchen where the only thing you can hear over the chatter is the sound of the cocktail shaker.

 

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

 

 

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 © 2020. 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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