Brian Heapps, CLU® , ChFC®
I am deeply passionate about assisting buyers and sellers of independent businesses in protecting, growing, and capitalizing on the value of their life's work.
"As a serial entrepreneur I know what it takes to launch and grow a business. I have partnered with Brian to create a team that will help guide you through your firm journey and in doing so build the business you have always envisioned"
Head of Business Development
"Helping you grow your business is not a one size fits all approach. Whether you are looking to recruit new talent or acquire another company, I can help."
Director of Marketing
"Is marketing overwhelming, and you're unsure where to start? I can help, whether it is your website, social media, or getting started on MyCMO"
Director of New Business Processing
"I love helping advisors be more efficient! As your Business Processing Concierge, I can help open accounts, upload documents, and more."
Director of Operations
"Is account opening and business processing, not your strength? You are in luck because that is what I do, and I can help you."
Amy J. Heapps, MSM
Head of Advisor Engagement
"Need help navigating Osaic Wealth, Inc. and IFG? Whether you are a new or seasoned advisor to IFG, I can help ensure you are connected with the right resources."
Business Process Specialist
"It can be difficult when you are changing firms to learn new systems and processes while trying to transition accounts. I'm here to help with your account transition so you can focus entirely on your clients and your business.
Head of Operations and Finance
"I will help you run an efficient, profitable business! If you want best practices you can implement in your business, come to me."
Director of Finance
"I'm here to help navigate the payroll and benefits process when you are ready to hire new staff."
Head of Supervision
"Our Supervision team's goal is to help protect your client and your business. I will work with you to meet the regulatory requirements."
Director of Supervision
"Not sure how to navigate all the different supervisory systems and requirements? I am here to help by staying current on the latest regulatory developments."
"Being audited is part of the business; my job is ensuring you are prepared and meeting your regulatory requirements."