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Meet the Team
Todd Mathison
Principal, Investment Advisor Representative - CFP ® , CMFC ® todd@impactretirementadv.com
Todd Mathison is an Investment Advisor Representative and Principal of Impact Retirement Advisors. He has been a retirement plan advisor since 2011, where he spent the first part of his career working at a bundled recordkeeping/administration company. With a robust background in servicing corporate 401(k) plans, Todd excels not only in investment fiduciary and participant education services, but in retirement plan design, implementation, and ongoing recordkeeping efficiencies. At the individual level, he specializes in retirement accumulation and tax efficient distribution planning, as well as qualified and non-qualified investment management services. In collaboration with a client’s team of tax and legal professionals, Todd provides robust yet understandable strategies for clients to help achieve their desired financial objectives.
Todd obtained his Series 6, 63 and 65 licenses, as well as his Certified Financial Planner (CFP®) and Chartered Mutual Fund Counselor (CMFC®) designations. He also holds his Life/Health Insurance licenses and is an honors graduate of St. Olaf College with a Math and Statistics degree.
Isaac Coutier
Investment Advisor Representative
Isaac launched his career at a leading bundled recordkeeping/administration company, rapidly gaining a comprehensive understanding of corporate retirement plans. He specializes in all aspects of retirement plan servicing, from conducting enrollment education sessions and facilitating plan committee investment reviews to providing personalized one-on-one participant consultations. Isaac prides himself on his meticulous and personalized "white glove" service approach, ensuring his clients receive top-tier support and guidance.
Isaac is a licensed professional with Series 63, 65 and 7 credentials. He graduated from St. Olaf College with a degree in Finance and Economics.
Kelly Christopher
Chief Compliance Officer
kmchristopher@beaconcompliance.com
Kelly Christopher of Beacon Compliance Consulting, Inc. is Impact Retirement Advisors' Chief Compliance Officer. Kelly is responsible for the implementation and oversight of the firm’s compliance program as well as keeping the firm and its personnel informed and up to date with all pertinent regulatory matters. Kelly has been working with Beacon in the financial regulatory compliance space since 2017. She has had considerable exposure to different types of registered investment advisors, mutual funds, ETFs, unit investment trusts, collective investment trusts, and private funds. As Beacon’s clients are located in many states, Kelly has substantial experience working with SEC regional offices across the country. Kelly received her Bachelor of Science degree in Accounting from Regis University in Denver Colorado.