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About Us:

Information regarding Impact Wealth Group and its principals:

Clyde Cleveland, IWG Founder and CEO,
Investment Advisor Representative for IWGIA

Clyde Cleveland

Mr. Cleveland began his career as a financial planner 48 years ago with Investors Diversified Services in Glenview, IL. A few years later he founded and served as President of United Investment Groups (UIG). In 1984, UIG became the third largest syndicator of private research and development partnerships in the country. In conjunction with UIG, Clyde was the General Partner of 23 limited partnerships, including real estate, research and development (R&D), and wind energy syndications. In 1986, Conscious Investors, ltd. named Clyde the “First Socially Conscious Venture Capitalist” at their international symposium on Conscious Investing in Estes Park, Colorado.

In 2002, Clyde co-founded Seminar Crowds, a company which became the second largest mailing company for financial service seminar agents in the country. In 2005, he co-founded Randall Marketing Group (RMG), a spin-off from Seminar Crowds. Clyde is the President of RMG which continues to be a leader in the field of training financial service agents.

In 2016, he founded Impact Wealth Group, a financial services company dedicated to increasing after tax retirement income for clients. Clyde is a licensed insurance agent in multiple states. He is an Investment Advisor Representative for IWG Investment Advisors LLC (IWGIA). Clyde has been married since 1970, has four children and seven grandchildren. He has been active in educating people regarding the founding principles of our country and has written two books on the subject: “Restoring the Heart of America” ©2001 By Clyde J. Cleveland and Edward F. Noyes, and “Common Sense Revisited” ©2008 by Clyde J. Cleveland.

Karey Hensley Rebello, CPA, CFP, IWG Co-founder,
Investment Advisor Representative for IWGIA

Karey Hensley Rebello

Karey received her BS in Accounting from the University of South Florida in 1991 and became a Florida CPA in 1993. Karey earned her Certified Financial Planner (CFP) designation in 2006. She formed Hensley CPA Firm PA in 1996 in Naples, FL where she developed a highly successful practice with several hundred clients. She opened another CPA Firm in Frisco, TX, in 2011 and currently oversees both her Florida, and Texas, CPA offices. She recently became an Investment Advisor Representative with IWG Investment Advisors LLC, A Florida and Texas Registered Investment Advisory company.

Karey is a consummate professional whose accomplishments include: real estate investing, speaker for the European Business Network, Intuit Pro Advisor Certified Specialist, Crown Financial Ministry Leader; and member of the Texas Society of CPA’s, Frisco Chamber, and former member of the Advisory Board of Hodges University. She has also appeared on Fox News as a Tax Analyst.

In 2017 she joined the co-founders of Impact Wealth Group to provide outstanding retirement planning for all of her clients. Karey has extensive experience assisting individuals and small business clients in various areas and enjoys helping clients accomplish their business & life goals. Her patient nature and mild manner reassures clients & keeps them focused. However, she also enjoys advocating for her clients and will do endless research to support taxpayer’s positions & challenge IRS positions. Karey and her three children live in Little Elm, TX.

David Torres, Retirement Income Certified Professional® (RICP®),
Investment Advisor Representative for IWGIA

Dave Torres

David Torres has been in the financial services industry for over 18 years. His primary goal is to give complete and unbiased education on topics related to wealth accumulation and retirement income planning. In addition to being NMLS licensed in the State of Florida, he also is Life Insurance and Annuity licensed in Florida and Georgia and is an Investment Advisor Representative holding a FINRA Series 65 securities license. These licenses allow him to offer holistic planning advice concerning managed securities such as ETFs, Mutual Funds, Variable Annuities, and efficient home equity release programs such as Off-set and Retirement Mortgage solutions.

It is this comprehensive set of licensing, education, and experience that allows him to offer impartial solutions that are based on the unique circumstances of a client’s situation. By analyzing the pros and cons of various home equity release solutions within the framework of a Retirement Planning model, he can pivot to several solutions while maintaining his fiduciary duty to his clients.

Additionally, in achieving the Retirement Income Certified Professional® (RICP®) designation, David provides a touchstone for all his clients as it pertains to education, experience, and ethical requirements. From retirement portfolio management techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and determining the best Social Security claiming age, he provides a wealth of information for his clients.

David provides expert advice on a broad range of retirement topics including income needs and objectives, estate issues and other risks to retirement income planning, Social Security planning, health insurance, income taxation, and early thru late-stage home financing decisions.

Important Disclosures and Terms of Use

Offices in Delray Beach, FL • Bonita Springs, FL • Casselberry, FL • Dallas, TX

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