ABOUT US

Why we do what we do.

"All capital creates impact."

Cathy Clark, Jed Emerson and Ben Thornley, The Impact Investor

 

Impact Family Office is an impact-focused, collaborative multi-family office with no assets under management. We provide clients with customized services based on the belief that all financial decisions create an impact on families, communities, and the world. We guide the development of a purposeful impact strategy that can create intentional alignment of capital resources with values.

 

We serve as guides, advisors, and trustees to assist in the decision-making, management, and deployment of financial resources. We are committed to providing honest advice and transparent operations through clarity of all third-party relationships and conflict-free financial transactions.

 
Who we are.
Kiah M. Jordan, MSSE, CFP®, ChFC®
Founder
Licensed Professional Fiduciary
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Kiah Jordan launched Impact Family Office in order to focus on the alignment of capital resources with an impact strategy. Kiah comes alongside his clients to support their values and goals with the sources and uses of their wealth. He implements a long-term perspective on the impact of not only his clients’ balance sheet, but also their succession plans, wealth transfer plans, and philanthropic engagement.

 

Prior to starting Impact Family Office, Kiah worked for Santa Barbara Capital, a West Coast real estate investment firm, and it was during this time that Kiah completed his Certified Financial Planner™ designation and found a passion for applying a holistic planning perspective to personal finances and business operations. Additionally, Kiah is a National Certified Guardian by the Center for Guardianship Certification and a licensed Professional Fiduciary by the California Professional Fiduciaries Bureau.

 

As an advocate for socially conscious ventures and entrepreneurship, Kiah has dedicated much of his time to start-ups and organizations benefiting the Central Coast community. He was a Katherine Harvey Fellow class of 2016 and is a founding board member of the Sustainable Change Alliance.

 

Kiah graduated from Westmont College with a degree is Business/Economics and Spanish. He completed his Master’s in Social Entrepreneurship at the University of Southern California's Marshall School of Business. Kiah serves on the board of the Santa Barbara Rescue Mission, was featured in the Pacific Coast Business Times 40 Under 40 in 2015, and is an adjunct professor at Westmont College. When not working, Kiah enjoys outdoor adventures with his wife and three children and plays soccer in a local recreation league.

Natalie M. Roth
Trust Accountant
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Natalie is a Northern California native who has spent more than a decade in the Santa Barbara area. She has a diverse background of experience as a staff accountant, maintaining project budgets and job costs, managing general ledgers and preparing financial reports, for companies in the retail, software, and construction industries.

 

At Impact Family Office, Natalie spends most of her time on coordination, accounting, reporting, and administration of the trusts for clients and estates where Kiah serves as current trustee or successor trustee.

Natalie and her husband live in Santa Barbara, where she enjoys spending time outdoors, volunteering in the community and being a doting aunt.

Heidi C. Cougoule, CES™
Client Services Manager
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Heidi is originally from the Bay Area and graduated from San Francisco State with a degree in Business Administration. She has worked in the financial industry for over 17 years. Heidi began her career at Mechanics Bank in the Bay Area while attending college. After graduating, Heidi moved into the role of Operations Manager and soon after as a Branch Manager.

 

Heidi moved to Santa Barbara in 2011, and joined Montecito Bank & Trust as a Vice-President/Branch Manager. She worked with clients as their financial partner while leading a team at the branch. Heidi transitioned later into a new role as Relationship Manager focusing on individual and business client relationships.

 

Heidi has enjoyed serving several years on the American Heart Association Leadership Committee and previously served as a Board Member for Santa Barbara Rotary and as an Ambassador for the Goleta Chamber of Commerce. She also earned the Certified Estate and Trust Specialist designation from the Institute of Business & Finance.

 

Heidi lives in Goleta with her husband Tony and their two young daughters. She enjoys spending time with her family outdoors at the pool and the baseball field.

Stephanie M. Logan
Operations Manager
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Originally from Seattle, Stephanie graduated from Westmont College with a degree in Economics and Business. After college, she worked as the bookkeeper at El Montecito School, before gaining a decade of experience in operations and client services in the wealth management sector.

 

In her previous role at Certis Capital Management, a local multi-family office, she served as the clients liaison and advocate with accountants, lawyers, brokers and realtors. She was also able to assist families with their philanthropic endeavors and wealth education goals for the next generation. She provides individualized attention to help clients achieve their goals.

 

Stephanie is an alumnus of the Katherine Harvey Fellows program, serves on the board of the Casa Llanta Fund, and has worked with nonprofits to streamline their bookkeeping processes. She’s also a Co-op Member with the nonprofit Nest and Ambassador with Noonday, both organizations working to provide economic enhancement and opportunity to artisans around the world.

Stephanie and her husband met while traveling in Nicaragua and they've been gallivanting ever since. They have two young boys who are providing them with endless new adventures.

Kristen M. Kahaian
Operations Associate
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Kristen Kahaian grew up in Fresno, California, before moving to Santa Barbara to attend Westmont College. While a student, she competed for the college's track and field team, completed the Westmont Downtown Semester focused on social entrepreneurship, and lived in Querétaro, Mexico, for a semester abroad. At Impact Family Office, Kristen manages the accounting, professional coordination, and property management for clients with real estate assets in the Santa Barbara area.

 

She graduated from Westmont with a Bachelor's in Economics and Business and a Minor in Spanish. When not working on the diverse scope of client projects, she enjoys being active outside with friends. Currently, Kristen is studying to earn a designation as a Certified Tax Specialist by the Institute of Business & Finance.

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Santa Barbara, California

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© 2016 by Impact Family Office