Broker Check

Get To Know The IFG Staff and How We Can Help You

Brian Heapps, CLU® , ChFC®

President, CEO

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.

Robert Mitchell


"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"

Grow Your Business: Recruiting, Acquisitions, Marketing, Business Processing

Malcolm Thomas

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."

Ashsha Hickey-Hughes, MBA

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"

Lori Bohnenstiehl

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."

Kiley Hard

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."

Laurie Ray

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.  

Run Your Business: Finance, Operations, Compensation, and HR

Dave Reichert

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."

Noot Kacinskas

Director of Finance

"I'm here to help navigate the payroll and benefits process when you are ready to hire new staff."

Protect Your Business: Compliance and Supervision

Travis Daly

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."

Kristen Kroeger

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."

William Morrison

Director of Supervision

"Being audited is part of the business; my job is ensuring you are prepared and meeting your regulatory requirements."