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Amy J. Heapps, MSM

Amy J. Heapps, MSM

Head of Advisor Engagement

Amy oversees Advisor Engagement; she leads the way in providing the best possible experience for the financial professionals that choose to partner with Innovative Financial Group.

Amy started her financial services career as an annuity wholesaler. Since then, she has worked in a variety of roles supporting advisors. Amy brings significant experience in training, presenting, and a proven ability working with advisors to identify needs and enhance efficiencies.

Amy holds a Master’s degree in Business Management and is Series 6, 7, 63, and 65 licensed. She lives in New Hampshire with her husband Brian and son Serge. Amy enjoys skiing, hiking, the outdoors, and is a Certified Personal Trainer and Aerobics Instructor.