Information regarding Impact Wealth Group and its principals:
Clyde Cleveland, President and Investment Advisor Representative
for IWG Investment Advisors LLC
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. RMG was a leader in training financial service agents for over a decade.
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.
Tyler James Cleveland, CEO of Impact Wealth Group, and Investment Advisor Representative for IWG Investment Advisors LLC
Tyler is the CEO of Impact Wealth Group and Investment Advisor Representative for IWG Investment Advisors LLC. He holds a series 65 securities license and a Florida insurance license.
Tyler’s previous position was Managing Partner for a hedge fund, Cedar Creek Management, specializing in asset management for high-net-worth individuals.
For five years he was Head of Trading Operations for Ellevity Capital. He managed all trading activities for the fund’s $40 million portfolio. He was also responsible for investor relations and capital investment generation.
Prior to Ellevity, he was a high-frequency proprietary trader for a company that focused primarily on the Russell futures market. He traded 1,000 contracts per day, on average, to generate returns for the company in excess of 13,000%.
In addition to his deep experience in the financial sector, he was also a professional tennis player on the ATP tour from 2006 through 2007. He had multiple wins over top 100 players. At one point he was ranked 26th among American professionals.
In his career at the University of Iowa, he was freshman of the year in the Big Ten in 1998. Big Ten Player of the year in 2000 and 2001, Big Ten Sportsman of the Year in 2001, All-Big Ten for four years, and was the University of Iowa Athlete of the Year (all sports) in 2002, he was inducted into the University of Iowa Hall of Fame in 2019.
Karey Hensley Rebello, CPA, CFP, and Investment Advisor Representative for IWG Investment Advisors LLC
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 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, Chief Compliance Officer and Investment Advisor Representative for IWG Investment Advisors LLC,
Retirement Income Certified Professional® (RICP®)
David Torres has been involved in the financial services industry for over 18 years through his work as an Investment Adviser Representative, Insurance Agent, and Mortgage Loan Originator. His primary goal is to give complete and unbiased education on topics related to wealth accumulation and retirement income planning. This is accomplished via holistic planning sessions involving Actively Managed Asset strategies, Life and Annuity Insurance options, and Home Equity Release solutions.
By analyzing the pros and cons of various asset classes 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 is qualified to assist with planning and executing customized retirement strategies. From advising on various actively managed portfolio solutions, to the proper use of insurance-based platforms, 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 portfolio withdrawal advice, retirement income planning, income taxation risks, Long-Term Care funding, early thru late-stage home financing decisions and legacy planning.