Our Team

Richard Beidl, Founder and CEO

Richard is an international financial strategy expert and senior executive, and a nationally recognized Financial Services industry analyst, consultant, speaker and strategist. Since 2005 he has been President of Impact Partners, Inc., recently renamed MPW Insurance Solutions, Inc., a financial strategy firm specializing in strategic financial, tax planning, college planning, and financial education. He is also President of Matrix Private Wealth Solutions Investments, Inc., a Texas Registered Investment Advisory focused on wealth management.

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Trevor Ramos, Investment Advisor Representative

Trevor graduated from Boston University’s School of Management with a Bachelor of Science in Business Administration with a concentration in Accounting. As a Certified College Planning Specialist since 2010, he has provided consulting and financial solutions to families paying for college. Trevor’s professional licenses include Series 65, as well as Life, Health, Accident and Sickness insurance. Trevor is also Rotarian. His hobbies and interest include farming, wine-making, smooth music, and NBA basketball. If you plan to visit Belize, talk to Trevor. He’s a native and it’s his favorite destination.

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Tracy La Chapelle, Director of Client Services

After attending Sonoma State University, Tracy began her career managing the education department for a financial firm in Santa Rosa, CA. After gaining significant experience, Tracy successfully moved on to join Prudential Financial and Insurance Services, eventually rising to become a financial advisor and private wealth manager. During her tenure with Prudential, Tracy took advantage of every training opportunity to develop extensive expertise in both insurance and investments, becoming one of the top advisors for Prudential in the area.

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Shelley Hill, VP, Operations and Compliance

Shelley is a Compliance & Operations Officer with 28+ years of experience in Data Analysis, HR, Audit, Finance & Customer Relations. She would say she’s been very lucky to be empowered and supported to lead the compliance and regulatory work for Matrix Private Wealth, a Registered Investment Advisor.

As a good steward of the skills and experiences she’s been blessed with, she works to further the quality of life of both people and animals. Working in the investment industry in compliance, operations, and client relations, Shelley fosters an environment of high-quality services directly with, and behind the scenes, for clients. Shelley’s life objectives are for her, and those around her, both professional and personal, to live their best lives – client, co-workers, friends, family, animals and the land.

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Call Us At  888-236-1739