About Impact Financial

Hey there 👋

I’m Taylor Jessee, founder of Impact Financial.

Thanks for stopping by.

You’d probably like to know a little bit more about me.

Don’t worry. I won’t bore you with the basics you can easily find on LinkedIn or Facebook.

After earning my CPA and CFP® certifications, and working for other financial advisory firms (of all sizes…big, medium, and small) for nearly a decade, I founded Impact Financial in 2022.

Why, you ask?

Don’t get me wrong; I learned a ton, worked with a lot of great people, and discovered my life’s calling.

But in the back of my mind it felt like something was missing.

I grew tired of the corporate grind. Tired of the endless pursuit of ‘more’ - more money, more prestige, more market share - when all I really wanted more of was life.

So, with a wife and three young kids, I took a giant leap of faith to build Impact Financial.

To build a company that…

➡️ is down-to-earth and welcoming.

➡️ aims to make a positive impact in its clients’ lives and in the community.

➡️ treats the ‘financial advice’ profession as about helping lift a weight off someone’s shoulders, so they are free to pursue their own calling in life.

But that’s enough about me. Let’s talk about your story.

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🎶 These are a few of my favorite things…🎶

  • family picture of taylor jessee

    Family

    An amazing wife and three crazy boys!

  • picture of a book, coffee cup, and reading glasses

    Reading

    I love history, but try to read a little of everything.

    Ask me what I’m reading now!

  • picture of baylor football helmet

    Football

    Fall Saturdays are reserved for the Baylor Bears (or any other college football game between the hours of noon to 10pm).

  • picture of the late Jeopardy host, Alex Trebek

    Jeopardy!

    Nothing beats that “I’m a genius” moment when you know the answer and a contestant doesn’t.

  • Poster of Step Brothers movie

    Step Brothers

    Did we just become best friends?

    Yup!

  • picture of three glasses of beer

    A cold brewski

    I’m a sucker for Hazy IPAs, but enjoy trying new styles from RVA’s local breweries.

  • picture of blue bell ice cream

    Ice Cream

    Seriously, I think I have a problem.

    BTW, Blue Bell Cookie Two-Step is the best thing mankind has ever invented.

  • picture of cover of Now That's What I Call Music CD

    90s Music

    Where my fellow millennials at?

    Third Eye Blind radio on Pandora is 🔥🔥