Irene joined Impel Wealth Management in 2022 as an associate wealth advisor. Her goal is to help guide our clients through the complex environment of saving for a successful retirement. She feels it is important to teach others about their investments so they learn something at every meeting.
By applying her investment knowledge and experience, Irene ensures each client has a unique financial plan catered to their retirement objectives. Using a combination of research, education and technologically advanced platforms, she helps others pursue retirement goals.
Irene brings more than a decade of wealth management experience to the Impel team. Her previous positions include working at financial advisory firms in Fairlawn and Medina. She has a bachelor’s degree in finance from The University of Akron, is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Plans SpecialistSM.
Throughout her career, she has helped over a hundred businesses, plan sponsors and human resource managers with guidance on their plan design, investment selection and ongoing fiduciary support. With care, she provides their employees with education meetings and one-on-one enrollment meetings. Whether you have a 401(k), 403(b), pension plan, SIMPLE IRA or SEP IRA, she can help you navigate your business retirement plan goals and help customize a plan for you.
Irene is a lifelong resident of Medina with her husband, Chris, and their three children. She enjoys spending time at the gym and being outside in nature – biking, kayaking and gardening.