Shift to Impact, LLC is an investment advisor registered to do business in North Carolina, California and Texas. (I work with clients in other states, but I’m regulated by the states where I’m registered.)

All testimonials have been provided by persons who are clients of Shift to Impact, LLC. No person was compensated for providing these endorsements. Shift to Impact, LLC gained each person's permission to publish their testimonial.

Additional Disclaimers

Form ADV