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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

740-262-2983

615-383-0519

Brian  Heapps

Brian Heapps

President, CEO, Co-Founder & Managing Director

615-422-6164

610-349-4948

615-383-0519

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

714-329-3894

615-383-0519

Lauranna (

Laurie Ray

Business Process Specialist

615-795-0198

Malcolm Thomas

Malcolm Thomas

Head of Business Development

615-528-5725

615-383-0519

Travis  Daly

Travis Daly

Head of Supervision

727-686-0810

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.