Retirement planning for individuals & families in Connecticut and Florida
South Windsor, CT · (860) 251-9293

Our Team

People who make thoughtful planning personal.

Meet the professionals who serve our clients and the strategic board members who support the firm.

Brian Marois, AAMS®

Founder & Accredited Asset Management Specialist

Brian Marois, AAMS®

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Brian is the founder of Impact Financial Planning and an Accredited Asset Management Specialist focused on financial planning and investment management. He takes an education-centered approach so clients understand the reasoning behind each recommendation and how retirement income, investments, taxes, Social Security and legacy decisions fit together. Brian also hosts The Market Interest, a video series about investment markets and personal financial wellness. Outside the office, he enjoys time with his wife Stephanie and their two children, martial arts and the outdoors.

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Danielle Marois

Office Manager

Danielle Marois

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Danielle supports the client experience and day-to-day operations of Impact Financial Planning. She assists with scheduling, account contributions and distributions, required minimum distributions and the service details that help keep client plans moving forward. Danielle is married with two children and enjoys time outdoors, with her family and through her church community.

Allenston M. Sheridan Jr., J.D.

Board Member

Allenston M. Sheridan Jr., J.D.

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Allenston is an attorney and partner at Diana, Conti, Tunila, Sheridan & McCann, LLP in Manchester, Connecticut. He earned a bachelor’s degree in political science from the University of Connecticut and his law degree from Massachusetts School of Law, and is admitted to the Connecticut Bar. His legal and business perspective supports the firm’s strategic board.

Jonathan Marstaller

Board Member

Jonathan Marstaller

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Jonathan brings accounting, finance, operations and nonprofit leadership experience to the strategic board. His career includes tax and accounting work at State Street Bank & Trust, leadership roles with Pono Pacific and Poukihi, and service as chief strategy officer at Kupu. He holds a master’s degree in accounting from Liberty University and bachelor’s degrees in accounting and business administration from Gordon College. He enjoys time with his family and the outdoors.

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