Impact Financial, LLC

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!