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                                                                          Meet Your Support Team

Help with Everything

Help with Everything

I have questions, but I am not sure where I should start

Protect My Business

Protect My Business

Supervision, Compliance, Policies, and Procedures 

Running My Business

Running My Business

Operations and Finance

Growing My Business

Growing My Business

Business Development, Acquisitions, Marketing and much more

Amy  J. Heapps, MSM

Amy J. Heapps, MSM

Head of Advisor Engagement

615-528-5731

615-383-0519

Dave Reichert

Dave Reichert

Head of Operations and Finance

978-689-6947

Kiley Hard

Kiley Hard

Director of Operations

615-528-5734

615-383-0519

Kim Holmes

Kim Holmes

Business Processing Specialist

(615) 422-6165

Kristen  Kroeger

Kristen Kroeger

Director of Supervision

615-528-5722

615-383-0519

Lauranna Ray

Laurie Ray

Business Process Specialist

615-795-0198

Malcolm Thomas

Malcolm Thomas

Head of Business Development

6155285725

6153830519

Travis  Daly

Travis Daly

Head of Supervision

615-528-5724

615-383-0519

 Innovative Financial Group(IFG) is separately owned and other entities and/or marketing names referenced here are independent of IFG. IFG acts as the Office of Supervisory Jurisdiction which supervises our independent affiliates.