Impact Investors

Brian Deloriea is a CFA® charterholder with four years of industry experience. He has worked at Impact Investors, Inc. since 2025 and previously spent ten years with the State Universities Retirement System of Illinois. Impact Investors serves individuals, families, and mission-driven organizations with wealth management, retirement-plan consulting, and private investment services. The firm combines exclusionary industry screens, fundamental analysis, and ESG assessment to build diversified portfolios and offers impact-focused services as a public benefit corporation.

Shane Yonston is a CFP® professional with 21 years of experience in the financial industry. He has been with Impact Investors since 2014 and previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. He is licensed to sell life and long-term care insurance policies and provides servicing for existing clients. Impact Investors serves individuals, families, and mission-driven organizations with wealth management, portfolio management, retirement-plan consulting, and private investment services. The firm integrates exclusionary industry screens, fundamental analysis, and ESG materiality assessments in its investment process and operates as a public benefit corporation with a focus on impact investing.

Catherine Woodman is a CFP® with 25 years of experience in the financial industry. She is the principal advisor at Holon Wealth Management and also serves as a principal advisor at Impact Investors, Inc. Her prior experience includes roles at Cambridge Investment Research Advisors and Protected Investors of America. Holon Wealth Management is a state-registered investment adviser that provides portfolio management for pooled and institutional mandates, project-based financial planning, and access to third-party managers. The firm’s approach emphasizes passive portfolio construction using index mutual funds and ETFs, incorporates ESG materiality assessments, and includes a structured process for recommending outside managers.

Ian Mcleod is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at Impact Investors, Inc. since 2018 and has been with Communitas Financial Planning Inc. since 2012. Based in San Francisco, CA, he is part of an eight-advisor team. Impact Investors serves individuals, families, and mission-driven organizations with wealth management, retirement-plan consulting, and private investment services. The firm integrates exclusionary industry screens, fundamental analysis, and ESG materiality assessment to construct diversified portfolios, and it operates as a public benefit corporation offering unique impact-focused services.

Julie Wyrick is a financial advisor at Impact Investors with a Series 65 credential and one year of industry experience. Her prior roles include positions at Money Positive Cooperative, Transformative Wealth Management LLC, Druantia, Datascribe, and Starling Designz. Impact Investors serves individuals, families, and mission-driven organizations with wealth management, portfolio management, retirement-plan consulting, and private investment services. The firm combines exclusionary industry screens, fundamental analysis, and ESG materiality assessments to construct diversified portfolios, and it operates as a public benefit corporation offering specialized impact-focused services.