About

Impact Wealth Group is a financial planning and investment management firm dedicated to helping you build and protect your wealth with purpose. We ensure your financial plan is at the center of everything we do- aligning investments, tax strategy, and overall wealth management for maximum efficiency. We also coordinate with your CPA, attorney, and key professionals so you can focus on what matters most.

Meet the Impact Wealth Group Team

Ryan McLin CFP®, MBA. TPCP®

Founder and Lead Financial Advisor

Ryan is the founder and lead financial advisor at Impact Wealth Group. Before founding Impact Wealth Group, Ryan spent years as a law enforcement officer with the Plano Police Department (Texas) and the East Baton Rouge Sheriff’s Office (Louisiana).

Ryan was born and raised in Louisiana and now lives in Fort Worth, Texas. Ryan enjoys spending time with his loving wife and two beautiful daughters, fishing, and volunteering with the Texas Rangers Association Foundation (TRAF) and HopeKids – North Texas where he is a Board Member for both organizations. See other organizations our team supports at our Community page:  www.impactwg.com/community

Ryan holds the following designations:

  • Certified Financial Planner™ (CFP®)
  • Tax Planning Certified Professional (TPCP®)
  • Certified Military Financial Advisor™ (CMFA™)
  • Accredited Portfolio Management Advisor (APMA®)
  • Behavioral Financial Advisor (BFA™)
  • MBA from the University of Texas-Dallas

Jessica Shugart

Client Relationship Manager

Jessica serves as our Client Relationship Manager, bringing years of experience from her work with multiple wealth management firms. As the spouse of an Army Special Forces operator and Marine, she has a deep personal connection to military life—its challenges, sacrifices, and the pride that comes with it. Her respect for those who serve our communities runs deep.

Originally from Ohio, Jessica now resides in North Carolina. She holds a BA in Education from Miami University and transitioned into financial services with a passion for helping others. Outside the office, you’ll find her enjoying beach time with her family, getting lost in a good book, or baking something delicious.

Jeff Grimes, CFP®

Strategic Operations Advisor

With over a decade of experience in financial services, Jeff serves IWG as a trusted advisor and consultant, helping streamline compliance, strengthen operations, and position the firm for continued growth.

Jeff works behind the scenes so we can stay focused where it matters most: deepening relationships with our clients and delivering a higher level of service. His experience across multiple financial planning and advisory roles gives him a practical understanding of the challenges independent RIAs face, along with the ability to solve them efficiently and thoughtfully.

Alongside Ryan and Allen, Jeff is a Certified Financial Planner™ (CFP®), bringing the same level of technical expertise and professionalism that defines our client experience.

Outside of work, Jeff enjoys supporting the Texas Longhorns, spending time outdoors hiking and camping, and staying active through pickleball and basketball.

Allen Mueller, CFP®, CFA, MBA

Chartered Financial Analyst (CFA)

Allen is a Chartered Financial Analyst® (CFA) who specializes in financial planning and investment management services. He holds the CFP® designation along with an MBA from the University of Texas at Dallas where Ryan McLin & Allen both graduated. Prior to entering financial services, he was a licensed Professional Engineer (PE) and then spent a decade in various corporate finance roles.

When not in the office, Allen enjoys spending time with his family, being outdoors, traveling, hunting, fitness, and a good craft beer.

Book an initial consultation with our team to create your personalized financial plan

© Impact Wealth Group 2025