Impact! Partners Financial | Meet Our Fiduciary Advisory Team

Summer A. Roberts

Chief Executive Officer

Coby Culpepper

Executive Wealth Advisor

Wyatt Broome

Wealth Advisor

David M. Lee

Wealth Advisor

Michelle Micheli

VP of Operations

Karyn Goebel

Client Relationship Manager

Beth Pridgeon

Client Service Specialist

Dennise Stevenson

Office Manager

Pat Villafranco

VP of Marketing

Debora Deleon

Events Marketing Specialist

Jerry Serrano

Digital Marketing Specialist

Fred Escobedo

Business Development Specialist

Sean Spraggings II

Business Development Specialist

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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

Summer A. Roberts

Coby Culpepper

Wyatt Broome

David M. Lee

Michelle Micheli

Karyn Goebel

Beth Pridgeon

Dennise Stevenson

Pat Villafranco

Debora Deleon

Jerry Serrano

Fred Escobedo

Sean Spraggings II

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