Impactfolio LLC

Julie Mcdaniel is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. She has been with Impactfolio LLC since 2019 and previously worked at Sharkey, Howes & Javer Inc for six years. Based in Denver, CO, she is part of a three-advisor team at Impactfolio. Impactfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities, managing approximately $289 million across about 126 relationships. The firm employs a strategic asset-allocation model that integrates ESG factors with traditional financial analysis and offers discretionary investment management alongside comprehensive financial planning services.

Rebecca Kennedy is a CFP® with 21 years of industry experience. She has been with Impactfolio LLC since 2019 and previously operated Kennedy Financial Planning, LLC from 2013 to 2019. Outside of her advisory work, she manages a rental property business with her husband. Impactfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities. The firm uses a strategic asset-allocation model that incorporates ESG factors alongside traditional financial analysis and provides discretionary investment management along with ongoing and project-based financial planning.

Jeffrey Arnold is a Certified Financial Planner® with 19 years of industry experience. He has worked at IMPACTfolio LLC since 2017 and previously at G&S Capital LLC from 2014 to 2017. He holds Series 63 and Series 65 licenses and is based in Denver, Colorado. IMPACTfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities. The firm manages approximately $289 million across about 126 relationships, using a strategic asset-allocation model that incorporates ESG factors alongside traditional financial analysis, with discretionary account management and a retainer-based advisory approach.