Meet the Team

Principal, Investment Advisor Principal - 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.  

Investment Advisor

isaac@impactretirementadv.com

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.

 

Investment Advisor

josh@impactretirementadv.com

Josh brings a unique blend of experience in education and financial services to Impact Retirement Advisors. He holds a Bachelor’s degree in Elementary Education from Gustavus Adolphus College and a Master’s in Educational Leadership from Saint Mary’s University. Josh began his career as an elementary school teacher, later transitioning to lead a wine education program where he earned a WSET Level 3 certification and honed his expertise in curriculum development and client engagement.

Before joining Impact, Josh focused on the wealth side of the business, where he helped advisors build retirement accumulation and distribution strategies for their clients. He holds Series 6, 63 and 65 FINRA securities licenses, along with a Minnesota Life Insurance license.

Personal Wealth Advisor

Gavin@impactretirementadv.com

Gavin helps individuals, couples, and small business owners navigate the often complex world of retirement planning with clarity and confidence. He enjoys breaking down financial concepts into understandable terms, exploring options with clients, and guiding them to decisions that align with their values and long-term goals.

Gavin works with two primary groups of clients: small business owners, helping them design and manage 401(k) plans that support both employees and the business’s goals; and individuals and couples, providing guidance on income distribution planning, minimizing taxes, investment management, and retirement risk management. Known for his transparent and educational approach, he strives to make the financial planning process empowering rather than overwhelming, keeping clients’ priorities at the center of every conversation.

Gavin is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds FINRA Series 6, 63, and 65 licenses, as well as Life & Health Insurance licenses.

Administrative Assistant to Todd Mathison

taylor@impactretirementadv.com

Taylor joined Impact Retirement Advisors as an Administrative Assistant, bringing a strong foundation in finance and a passion for helping others. She earned her bachelor's degree in Finance from the University of St. Thomas, where her involvement in the Women in Business organization sparked her interest in the financial services industry and the meaningful impact it can have on people's lives.

Before joining Impact Retirement Advisors, Taylor spent several years working with children and families, developing exceptional communication, organization, and relationship-building skills. Her experience supporting others in a variety of roles has equipped her with a thoughtful, client-focused approach and a keen attention to detail.

At Impact Retirement Advisors, Taylor supports both clients and advisors by helping ensure a smooth and efficient experience. She enjoys being part of a team that helps individuals and families pursue their financial goals and is committed to providing friendly, responsive, and dependable service every step of the way.

Customer Service Representative

polly@impactretirementadv.com

Polly serves as our Customer Service Representative, supporting Gavin and our personal wealth clients with dedicated, personalized service. She is passionate about helping people and creating a smooth, positive experience for every client she works with.

She holds a bachelor’s degree in Elementary Education from the College of St. Scholastica and spent five years as a teacher before joining Impact. During that time, she developed patience, empathy, and strong communication skills. Her favorite aspects of teaching were building relationships and breaking down concepts in ways that helped students succeed while keeping parents informed.

Now at Impact, Polly brings those same strengths to every client interaction, helping clients feel confident, informed, and supported throughout their financial journey.

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.