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 Matrix Private Wealth Solutions Corp., a financial strategy firm specializing in strategic financial & college advisory, and financial education. He is also President of Matrix Private Wealth Solutions Investments, Inc., a California Registered Investment Advisory focused on wealth management.

Read More

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.

Read More

Trevor Ramos, President of College Funding Remedies

After being raised by his grandmother in the small Central American nation of Belize, by the age of 7 his mother had saved enough money and secured stable employment allowing her to bring Trevor to the U.S. to join her in New York where he spent the next several years living in Brooklyn.

Read More

Shelley Hill, VP, Operations and Compliance

Growing up in North West Indiana, a distant suburb of Chicago, education and success were not priorities in the environment in which Shelley was raised.

While her grades may not have justified it, her emotional and passionate essay and personal interview gained her acceptance into Valparaiso University in Valparaiso, Indiana. While not well known in California, Valparaiso University stands as the 5th highest rated regional institution in that region of the U.S..

Read More

Call Us At  888-236-1739