Broker Check

Strategic Partners

As a client of Impel Wealth Management, you get the best of both worlds: knowledgeable local advisors with the resources of a large financial planning firm.

Through our alliance with the Horizon Advisor Network and Cetera Advisors, you can rest easy knowing you have a national team with trusted resources standing behind you.

Horizon Advisor Network

Horizon Advisor Network

With over 50 advisors managing more than $2.5 billion in client assets, this strategic partnership was established to support the needs of elite independent advisors.

Cetera Advisors

Cetera Advisors

As one of the premier broker-dealers in the industry, our affiliation gives you access to a wide range of financial solutions and technology platforms.

Cetera Advisors Team

How We Work

Juliet A. Hendrickson, ESQ.

Juliet A. Hendrickson, ESQ.

Senior Attorney, Advanced Planning Group

Robert H. Pothier, ESQ.

Robert H. Pothier, ESQ.

Attorney, Advanced Planning Group

Stanley R. Smiley, ESQ.

Stanley R. Smiley, ESQ.

Senior Vice President, Advanced Planning Group

Zarina Sullivan

Zarina Sullivan

Senior Advanced Planning Consultant

Cetera Investment Management Team

The experienced team at Cetera provides independent, objective research and guidance to help us design an investment strategy that's right for you.

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Choose the Right Advisor

Our experienced team of advisors serve individuals across the country by providing customized financial guidance with clarity and insight. By investing in authentic relationships, we work to understand your life goals and aspirations – and help put you on a path toward the future you envision. Contact us today to see if we are the right advisor team for you and your family.

Contact Us