Account Executive


Shelby began her career in healthcare in 2013 in the medical provider industry where she gained extensive knowledge and experience working with patients and insurance companies. When she joined Impact Benefits and Retirement in 2016, she was eager to apply that knowledge to a very different aspect of health insurance. Working at Impact allows Shelby to combine her obsession with organizing things with her passion for customer service, which ultimately leads to better service and meaningful impact on the lives of our customers.


When Shelby is away from the office, you’ll likely find her preparing a mouth-watering dish or exploring downtown Portland’s live music and restaurant scene. She also enjoys reading, interior design and spending time with friends and family.





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


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


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.


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



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.

Website design and hosting provided by WolfPk.