Robert Wilson

Wealth is more than just how much you have saved, what you drive, or the square footage of your home. Genuine wealth is the freedom from uncertainty and the purposeful control of our most precious resource, time. I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest. So, whether you're near or in retirement or in the midst of your career, take control of your future with confidence so that you can enjoy today. You deserve this. Let's achieve your financial success together.

I’m Taylor Jessee, founder of Impact Financial. Thanks for stopping by. You’d probably like to know a little bit more about me. Don’t worry. I won’t bore you with the basics you can easily find on LinkedIn or Facebook. After earning my CPA and CFP® certifications, and working for other financial advisory firms (of all sizes…big, medium, and small) for nearly a decade, I founded Impact Financial in 2022. Why, you ask? Don’t get me wrong; I learned a ton, worked with a lot of great people, and discovered my life’s calling. But in the back of my mind it felt like something was missing. I grew tired of the corporate grind. Tired of the endless pursuit of ‘more’ - more money, more prestige, more market share - when all I really wanted more of was life. So, with a wife and three young kids, I took a giant leap of faith to build Impact Financial. To build a company that views the financial advising profession as helping lifting a weight off someone’s shoulders so they can live out their own calling. To build a company that maintains high professional standards, while remaining down-to-earth and welcoming. To build a company that aims to make a positive impact in its clients’ lives and in the community. But that’s enough about me. Let's talk about your story!

Matt Philips is a Financial Consultant at Fidelity Investments, where he has been since 2021. He assists clients and their families in growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives. His approach includes building financial plans, identifying opportunities for improvement, and maintaining open communication. Matt has extensive experience within Fidelity Investments, having held various roles since 2006. His positions have included Planning Consultant, Senior Relationship Manager, and roles in the Investments Help Desk, Fixed Income Desk, and as an Investments Representative. This breadth of experience has contributed to his expertise in financial planning and investment management. Outside of his professional work, Matt is interested in traveling, volunteering, and writing.

Christian Vanhoose is an Investment Consultant currently working at Fidelity Investments since 2024. He meets clients where they are in their financial journey and provides them with education and recommendations to help them work toward their financial goals. Christian's professional experience includes roles as an Individual Financial Consultant at TIAA from 2023 to 2024 and as a Financial Services Consultant at TIAA from 2021 to 2023. He holds a California Insurance License. Outside of his professional career, Christian has personal interests that include spending time at the beach, enjoying food, movies, music, and caring for pets.

Joseph Torrice is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Joseph earned his Bachelor's Degree from the University of Virginia. His credentials reflect his focus on retirement planning and fiduciary advising within the wealth management sector.