ABOUT US / OUR PEOPLE MAKE US WHO WE ARE
At Wealth Impact Advisors, you’ll find passionate people from a variety of financial disciplines working together to provide seamless, tax-efficient solutions for managing and preserving your wealth.
OUR ADVISORS
JIM REDMOND, CFP®, AIF®
Founding Partner
MICHAEL KURA, RFP
Founding Partner
ERIC COFFMAN, MBA, CFP®, CKA®
Partner
JONATHAN HOUK, CFP®, QPFC®
Director of Retirement Services
RUSSELL BAUMAN, CLU®, ChFC®
Wealth Management Advisor
RON WARE, JD, CFP®
Personal Legacy Advisor
JOSH PROCACCINI, CFP®
Personal Legacy Advisor
OUR SUPPORT TEAM
ANTHONY CORRA
Associate – Wealth Management
ALEX MAYES
Associate – Retirement Plans
BARB GUALDONI
Lead Associate – Client Service
SALLY CHRISTMAN
Client Experience Manager
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
ALPHABET SOUP?
OR DISCERNING BUYER?
What do all of those initials mean after our Advisors’ names? It’s our way of letting you know that you are working with a team of professionals who take their advisor role seriously and have invested significant time in obtaining and, very importantly, maintaining specialized financial education. These designations allow you to discern and assess whether your financial advisor has the specialized knowledge to assist you in achieving your specific financial goals.
ARE YOU READY TO GET STARTED?
Wealth Impact Advisors, LLC
E: info@teamwia.com
33 Merz Blvd Suite 100
Fairlawn, OH 44333
P: 330.865.3545
F: 330.319.8959
Securities offered through Valmark Securities, Inc., Member FINRA/SIPC. Advisory services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, OH 44333-2431 · (800) 765-5201. Wealth Impact Advisors, LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.