Every day, we bring our promise of the highest caliber financial thinking, leadership and service to life.
Jim Teegarden has an extensive background in helping successful entrepreneurs and business owners reduce taxation and grow their wealth. Jim can relate to the financial planning and tax needs of successful entrepreneurs, because he is an entrepreneur in his own right. After starting a career with Cigna Financial Advisors, Jim, formed the Spectrum Financial Network in 1997. JIm focusses on solving complex estate and business transfer problems for wealthy business owners. In 2004 Jim founded Teegarden Financial Corporation. He takes a creative approach to solving complex financial issues, often combining the traditional capital markets and life insurance in unique ways.
On the personal side, Jim earned a B.S. in Industrial Technology and Distribution from Purdue University, served four years in the U.S. Army Reserves and National Guards. Jim is actively involved in his church and various charities. It's fair to say Jim is a believer in giving back, especially to those less fortunate. Outside of work Jim enjoys the outdoor activities Colorado has to offer and coaches youth lacrosse, football & basketball. He and his wife Heidi have lived in Boulder, CO since 1996 and are the proud and busy parents of four young children.
Reach out to Jim!
Jim@ImpactWealth.com (303) 645-4802
Listen to a quick interview with Jim about business, and his life.
Anthony has a strong background in alternative investing as well as traditional investing methodology. He has held positions at Fidelity, JP Morgan Chase, Paine Webber and Citigroup Smith Barney. After learning the norms of the industry, he discovered that most high net worth individuals and families were not being served by the baskets of products and canned investment strategies. This insight helped him form Impact Wealth. As an entrepreneur, Anthony is keenly aware of the issues that business owners face.
On a personal side, Anthony attained his B.S. in Economics from Texas A&M University. He and his wife Kellie are active in their church, community, schools and philanthropy. They enjoy dining and travel when their three children - Mac, Zander, and Irish aren't keeping them hopping to various events!
Reach out to Anthony!
Anthony@ImpactWealth.com (303) 645-4804
Listen to an interview with Anthony about business, and a bit about his life.
A serial entrepreneur, David can well relate to the needs entrepreneurs have. He has founded several types of firms, from consumer products to restaurants and retail establishments. David prides himself on bringing solutions that effectively connect people and resources as they work to turn ideas into reality. David loves to screen and analyze business investments and willingly shares those opportunities with his network. David began his business career in the wireless communications industry. In 2006, he entered and began receiving top honors in the insurance and financial services industry.
David's passion for community is evident in his non profit work, including: Helping Hands for Freedom, Ambassadors of Compassion, the Women's Bean Project and several others.
David moved to Colorado in 2004. He loves spending time with his kids and all the band, basketball, karate, etc. that goes with that! In addition to family activities, he loves sports and catches Avalanche and Broncos games whenever possible. The Prichard family loves to travel, ski, and enjoy the Colorado outdoors together.
Reach out to David!
David@ImpactWealth.com (303) 645-4832
A little about Chris...
Chris joined our team as an experienced wealth manager in 2020, returning home from San Diego. He is well-versed in all aspects of wealth management, with an emphasis in retirement planning, investments, and taxes. Chris holds Series 7 and Series 66 securities licenses as well as Life & Health insurance licenses. Additionally, Chris is a federally licensed Enrolled Agent tax practitioner.
On a more personal note, Chris grew up in Colorado and played multiple sports until high school. In high school, he solely focused on tennis and earned a scholarship to play at Whittier College. During his time there, he earned All-American honors and the Presidential Scholar Athlete award, which is given to the athlete graduating with the highest GPA at the college. After college, he married his high-school sweetheart, Molly. Chris began his career as a wealth advisor in Fort Collins, Colorado and Molly worked as a family assistant. They decided to hang up the snowboards and exchange them for surfboards and golf clubs with the move out to San Diego. Chris loves anything outdoors and is a weekend warrior on the golf course. If you are ever interested in golfing, don’t hesitate to reach out to Chris – he’ll be there! Welcome home Chris.
Reach out to Chris!
Chris@ImpactWealth.com (303) 645-4820
Listen to an interview with Chris about business and about Chris!
Your first point of contact in our office is often Paula Elrod, Director of Investment Operations. Paula handles the day-to-day investment operations and is here to assist with all of your servicing needs and questions. She is an integral part of our team and keeps things running smoothly.
Paula focuses her efforts on what she believes to be her most important role, “Providing the highest level of client service in the business”. She is proud and excited to be part of a team that believes in helping people live the life they have imagined.
Paula brings an abundance of administrative experience along with her 25+ years of financial services industry experience. Prior to joining Impact Wealth in 2015, Paula was with Raymond James Financial Services, Smith Barney and Everen Securities serving as operations manager and client service associate.
Paula is a native Coloradan having lived in Louisville her entire life and comes from a very close-knit family, all of whom reside in Boulder County. She enjoys spending her free time with her family, friends and her dogs Bella and Brandee. Paula is an avid fan of the Denver Broncos, Colorado Rockies and Colorado Buffaloes and enjoys going to their games as much as possible. Paula is active in the Louisville community serving as a member of the Louisville Historical Commission and as a director of the Louisville History Foundation helping to preserve the history of Louisville for future generations to enjoy.
Reach out to Paula!
Paula@ImpactWealth.com (303) 645-4808
Reach Alena at: Alena@ImpactWealth.com (303) 645-4814
Listen to Alena on the Impact Wealth podcast.
Matt Teegarden has had the privilege of spending the majority of his career with Teegarden Financial and to have been with Impact Wealth since its inception. He brings with him each day a conviction for the high purpose our firm plays in the lives of our clients; a belief born anew each time another family is served. Heading the firm’s planning and design operations, Matt thrives on the creative aspects of his role, looking at each new client situation with the excitement and expectancy an artist may when looking upon a blank canvas.
Matt lives in Longmont, CO, by way of small-town Indiana and Ball State University. He enjoys the finer pursuits of life with his kids as often as possible; skipping rocks, bike rides, drowning worms, being dressed up as anime characters, being humbled at video games, being introduced to the music of teens and the odd YouTube videos of pre-teens, and the thousand other things that make life worth living – the life of a parent. In his case, the life as a parent of four fantastic, dynamic kids.
Reach out to Matt!
Matt@ImpactWealth.com ( 303) 645-4816
And hear Matt on the Impact Wealth Podcast:
Reach Jessica at:
Jessica@ImpactWealth.com (303) 645-4806
Here is a quick interview with Jessica about her work at Impact Wealth, and her life!