Impact Financial Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
Impact Financial Group

Impact Financial Group, Ameriprise Client Experience Award Recipients, 2020

  • How we work

    We take the time to understand what’s important to you and deliver personalized advice.
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  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch. 

    Contact us
  • Proud to be recognized

    Ameriprise Client Experience Award winner. Read a letter from our CEO to clients about this honor.

    Learn more

Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

We Impact your life

Our name exemplifies how we work – we impact your life. We believe that being informed is a fundamental requirement. Only then, are you able to comfortably make memories that will last a lifetime. Our Advisors help you preserve all you’ve worked hard to acquire, save, and plan for. Their advice keeps you focused on the long-term, but, just as important, helps you navigate the here and now.

Our advisors will collaborate with you to help build a plan that meets your unique goals. We will also make it our priority to connect and team with your financial, tax, and legal advisors to paint the broadest picture possible of who you are and where you want to go.

Professional Alliances

Impact Financial Group has professional alliances with the Impact Connections Virtual Family Office, Jeffrey McKee a Certified Public Accountant with McKee & Gunderson, Joseph R. Stark a Certified Public Accountant with R. Joseph Stark, Jr.

Impact Financial Group works with each alliance through a comprehensive financial planning approach that helps our mutual clients to face their financial future with more confidence.

For more information on:

Impact Connections Virtual Family Office, visit

McKee & Gunderson, visit

R. Joseph Stark, Jr., visit

Ameriprise Financial and its representatives do not provide tax or legal advice. Clients should consult with their tax advisor or attorney regarding specific tax issues. McKee& Gunderson and R. Joseph Stark are not endorsed by nor affiliated with Ameriprise Financial. McKee & Gunderson, R. Joseph Stark are not under the supervision of Ameriprise Financial. McKee & Gunderson and R. Joseph Stark are not a broker-dealer or investment advisory firm. Ameriprise Financial Services, Inc.Member FINRA and SIPC.

Our videos

3 videos

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)