In addition to the firm’s core team, Wealth Impact is pleased to work with the following collaborative partners for key advisory and professional services that help us advance our mission.

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Timothy Borchers

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Borchers Law, P.C.  – Estate Protection & Planning
Creator of The Inheritance Trust™ and other trusts to protect your assets.  •  WEBSITE

 

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Daniel A. Gugliemo, J.D.

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TrustDesign – Private Wealth Planner
Dan is a nationally recognized business and insurance planning consultant, speaker and author. His 20+ years of experience helping business owners leverage the value of their business to protect family and dreams have established him as a trusted advisor to his clients, their families, and their attorneys, accountants and other advisors. His advocacy on behalf of business owners led him to co-found The Owner’s Academy, based at Babson College, and The Boston Exit Planning Exchange (www.XPXBoston.com), which are supported by both business owners and professional advisors across the United States.  •  WEBSITE

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Lori A. Grover

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RI Divorce Mediation Center, LLC – Founder & President
Lori is a Nationally Certified Divorce, Family Conflict & Business Mediator with expertise in divorce mediation, resolving conflict, and helping couples create practical, sustainable, divorce settlements. With over 14 years experience in divorce-related matters of credit, finance and budgeting, Lori, along with her husband Kevin and a collaborative team of professionals skillfully guide and empower couples through their divorce without the risk of damaging and unpredictable legal interference or expense.  •  WEBSITE

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David G. O'Neil

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Story Trust Publishing, LLC – Founder
David, a personal historian, founded Story Trust to help families, family-owned businesses, and organizations create a lasting legacy by recording and preserving memories, values, and wisdom for future generations. Story Trust produces high-fidelity oral-history recordings, heirloom-quality memoir books, and compelling documentary videos.

David earned a bachelor’s degree from American University and a master’s degree from Harvard University. Prior to founding Story Trust, he spent much of his career developing award-winning educational software and books.   •  WEBSITE

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Paula Cope

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Cope & Associates, Inc. – President
Management consulting  and training specializing in management and organizational development, strategic planning, and project management.  •  WEBSITE

  

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David Hale

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Poli Mortgage Group – Mortgage Professional
Poli Mortgage Group helps homebuyers secure the right mortgage product at the most competitive rate. Through relationships with over thirty-five banks and in-house processing, underwriting, and closing departments, the company is able to streamline the mortgage application process and provide customized solutions to meet clients’ diverse needs.
As a loan originator, David works with first-time home buyers, and individuals refinancing, moving, or purchasing investment property. His work in the mortgage financing field follows a 30-year career as a sales management executive with the Polaroid Corporation, where he engaged in significant one-to-one contact with clients and managed accounts in excess of half a billion dollars.
David holds a bachelor’s degree in finance and public administration from Nichols College in Dudley, Massachusetts. He currently serves on the Board of Trustees there.  •  WEBSITE

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Stuart Danforth

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Positive Leadership Dynamics – Director
Consultant on strategic and organizational development, positive leadership development, and positive organizational behavior.  •  WEBSITE