Back to Who We Are

Greg Segal, CSRIC®


“A pessimist sees the difficulty in every opportunity, an optimist sees the opportunity in every difficulty.”
— Winston Churchill

I am an optimist. I tend not to accept that things that should be possible cannot be done. I believe that, with some creative and strategic thinking, most things are a lot more possible than we may originally believe. I am persistent, firm, and compelling when in pursuit of a desired outcome. In spending the past 20 years solving problems for my clients, I have developed a deep understanding of what it takes to accomplish something that most could not.

This requires the ability to view situations from previously unconsidered perspectives. It requires a knack for discovering out-of-the-box solutions. It also requires knowing well the people you represent so that you can get to the root of the emotions steering their choices. These are the traits that equip me to guide my clients to make decisions optimally aligned with their core wishes. It is also why my clients know that I am personally invested in them and that I care for them deeply and genuinely.

My clients and the relationship we form fulfill me. I enjoy helping my clients address challenges and solve problems. I understand interpersonal family dynamics and assist members in finding stronger common ground by learning to talk about issues that can be difficult to discuss. I treasure being a trusted resource whom my clients want to call when they face adversity or celebrate accomplishments.

I entered the financial services industry because of my passion for numbers, for people, and for being of service. Our profession marries those three things in a way few others can.

But my trajectory was not linear. After graduating from California State University-Chico in 1995 and uncertain about my post-college path, I became a teacher for several years. Shortly thereafter, I joined, and eventually led, a family business that promoted fine art licensed by Harley-Davidson. Though both roles were engaging, I was eager to pursue a career that would realize my desire to serve others while tapping my problem-solving capabilities.

So in 2004, I joined UBS’s Training Program. Since then, I have received several awards and numerous promotions. But I am most proud of the partnership I formed with Brett Stone in 2009 and I’m energized by our new independent firm, Impact Capital Partners. Combined, the commitment of our firm and the talent of our partners is unsurpassed. Escorting clients to a higher level of financial security and freedom is the precise impact we founded this firm to make.

Living in Highlands Ranch with my wife, Heather, and our children, Marissa and Charlie, is the ideal balance. After years of coaching youth sports, I have now transitioned to becoming an avid pickleballer. Heather and I are on the cusp of becoming empty nesters and I greatly anticipate this next chapter of our lives.