Impact Capital Partners LLC

Anna Healy is a CFP® with 12 years of industry experience, currently serving at Impact Capital Partners LLC since 2024. She previously worked at UBS Financial Services Inc. for nine years. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. Impact Capital Partners LLC provides advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers wealth management, financial planning, and portfolio management with an emphasis on diversified, long-term investment strategies using low-cost mutual funds, ETFs, and other instruments.

Jonathan Ameen is a financial advisor at Impact Capital Partners LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 18 years. Impact Capital Partners LLC provides advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers wealth management, financial planning, and implementation through third-party managers, typically providing discretionary portfolio management with ongoing monitoring and rebalancing.

Greg Segal is a financial advisor with Impact Capital Partners LLC in Greenwood Village, CO, holding a Series 66 designation and 21 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years. Outside of his advisory role, he assists family members with managing an irrevocable life insurance trust. Impact Capital Partners LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary portfolio management using diversified strategies that include low-cost mutual funds, ETFs, and other investments, employing various analytical methods and risk management tools.

Shannon Graham is a financial advisor at Impact Capital Partners LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services, Inc. from 2016 to 2024. Impact Capital Partners LLC provides advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers wealth management and financial planning, typically providing discretionary portfolio management with diversified investment strategies that include low-cost mutual funds and ETFs as well as individual securities.

Brett Stone is a CFP® with 29 years of industry experience, currently serving at Impact Capital Partners LLC since 2024. He previously worked at UBS Financial Services Inc. for 17 years. Outside of his advisory role, he is involved in a family food business startup, supporting his wife who is the CEO. Impact Capital Partners LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers fiduciary discretionary portfolio management using diversified, primarily low-cost investment strategies with a range of analytical methods tailored to client objectives.