Broker Check

Who we are?

We are a team of financial advisors available to help you with understanding your finances and develop a customized strategy to align with your needs, goals, concerns and expectations. We use the latest in technology to allow for a new age approach to a traditional financial advisor relationship without all the headache and effort of driving to an office. Instead, we provide the ability for you to receive advice from the comfort of your own home or office via screensharing technology. At MyRemoteFA we recognize the value of your time and will customize our process around you and your schedule. Your complete satisfaction is our priority.

How we work with you.

When working with MyRemoteFA, we will utilize the latest in technology which will be customized to your comfort level with technology. This includes the use of screensharing technology, electronic communications via email or even the use of snail mail and conference calls if you prefer to engage with us the old-fashioned way. If the time comes that you need a face to face meeting, we have a network of 200+ advisors across 30+ states that can sit down with you at their office or in the comfort of your own home. However you choose to engage with MyRemoteFA and Innovative Financial Group, we will always strive to accommodate your needs to ensure you have a positive experience.

What we do?

At MyRemoteFA, we help you preserve, grow and enjoy your wealth. After all, the joy is not with money itself but what you can experience when spending it. We will help you come up with a strategy that fits your lifestyle, while helping to lessen risk for you and your loved ones along the way through insurance. 

Sean  Bove, CFP®

Sean Bove, CFP®

VP, Retail Client Division, Investments

615-469-7971

615-383-0519

Alex Petrovich

Alex Petrovich

VP Retail Client Division

615-528-5732

615-383-0519

Kiley Hard

Kiley Hard

Director, Client Relations

603-502-7480

615-383-0519

Amy  J. Heapps

Amy J. Heapps, MSM

VP, Marketing & Recruiting

615-385-3867 ext 4101

615-383-0519

Melissa  Wiggins

Melissa Wiggins

Director, Office & Event Coordinator, Client Services

615-515-8152

615-383-0519

Lori  Bohnenstiehl

Lori Bohnenstiehl

Director, New Business Concierge

615-823-2442

615-383-0519