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.

Ali Khalifa is a Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, he collaborates with clients to create financial plans tailored to their individual financial priorities and goals, focusing on planning and implementation strategies. Prior to his current role, Ali gained experience in the financial services industry through various positions including Financial Services Representative at State Farm in 2021, Personal Banker II (Licensed) and Personal Banker I at Wells Fargo Clearing Services and Wells Fargo Bank, N.A., respectively, between 2017 and 2021, and Teller at Wells Fargo Bank, N.A. from 2016 to 2017. Ali is multilingual, speaking Arabic, French, and Spanish. Outside of his professional work, he has interests in art, social events with friends, museums, music, outdoor adventures, and reading.

Paul Hagen is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. In this role, he focuses on building lasting partnerships with clients by guiding them through personalized financial planning and designing tailored strategies to bring clarity and simplicity to their financial lives while protecting and growing their wealth. Prior to his current position, Paul held several roles at Fidelity Investments, including Relationship Manager from 2024 to 2026, Financial Representative in 2024, and Financial Services Representative from 2023 to 2024. Before joining Fidelity, he gained experience as a Tax Intern at Deleon & Stang from 2022 to 2023. Outside of his professional work, Paul has interests in cars, fishing, motorcycles, outdoor adventures, skiing, and soccer.

Marco Backus is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he worked as an Investment Solutions Representative at Fidelity Investments in 2024 and as a Customer Relationship Advocate at the same firm from 2022 to 2024. Raised in Germany, Marco was influenced early on by his father's management of their family's financial consulting business. Marco's professional journey includes a move to America, which has provided him with diverse experiences and an ability to empathize with clients from various backgrounds. He is known for an honest and direct approach to client relationships, aiming to instill confidence in their financial futures. Outside of his professional work, Marco enjoys cooking and baking, family activities, fitness, outdoor adventures, reading, and traveling.