Svetlana Koltun

Senior Client Service Associate, RJFS
Director of Operations, IFS

Originally born in Ukraine and raised in New York City, Svetlana moved to Colorado in 1999 after visiting the state and falling in love with the mountains. She lived in various cities throughout Northern Colorado exploring what they had to offer before settling down in Timnath, Colorado with her family.

Svetlana earned her Bachelor of Science with a focus in Business Management and Finance from Brooklyn College. While working towards her degree, she was a marketing intern for a Financial Advisor at Smith Barney. Upon graduation and moving to Colorado, she helped start up and manage two newly opened branches of Smith Barney in Broomfield and Boulder.

After starting a family and living in Greeley at the time, Svetlana wanted to be closer to home and transferred to the Fort Collins branch. She worked with a team of 3 Financial Advisors focusing on client service and operations. In 2007, the team along with Svetlana, left Smith Barney and transitioned to UBS Financial Services Inc. In 2014, the team decided it was in the best interest of clients to start a Registered Investment Adviser (RIA) firm, IFAM Capital. Svetlana assisted in the transition and learned a lot about the RIA world.

With over 25 years experience, Svetlana is dedicated to providing clients with extensive operational and administrative expertise - encompassing the complex needs of high-net-worth individuals, family foundations, endowments and business owners. In her role at Impact Financial Strategies, she will use her expertise to make the client experience an exceptional one. Svetlana has two children, Nicholas and Victoria. Nicholas, 18 years old, is studying at Front Range Community College with a focus in Automotive Engineering. Victoria, 12 years old, attends Preston Middle School and mostly enjoys playing the viola with her orchestra class.

Outside of school, they are members of High Country Handiworkers, a Larimer County 4H club out of Loveland. Both Nick and Victoria participate in Shooting Sports program. Nick is heading to Nationals Competition for Air Rifle in June 2022. Victoria is working hard towards the same goal with Air Pistol. Svetlana is a Volunteer Leader for the club to help wherever it is needed.


Raymond James is not affiliated with the above organizations and/or charitable causes.