Impact! Partners Financial | Meet Our Fiduciary Advisory Team

Summer A. Roberts

CEO

Summer A. Roberts is CEO of Impact! Partners Financial, a fiduciary advisor and TV host, helping Texas families retire with confidence.

Coby Culpepper

Executive Wealth Advisor

Coby helps families achieve financial goals with integrity, personalized strategies, and trusted guidance.

Wyatt Broome

Fiduciary Financial Advisor

Wyatt Broome provides personalized planning that helps clients achieve clarity, confidence, and lasting retirement success.

Michelle Micheli

VP of Operations

Pat Villafranco

VP of Marketing

Karyn Goebel

Client Relationship Manager

Beth Pridgeon

Client Service Specialist

Debora Deleon

Marketing Events Specialist

Sean Spraggings II

Business Development Specialist

Fred Escobedo

Business Development Specialist

Joshua White

Marketing Assistant

Denise Stevenson

Front Desk | Houston Office

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Investment advisory services offered through Foundations Investment Advisors, LLC (\”Foundations\”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or perspective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

Meet The Impact! Team