Amy Heapps, MSM
Head of Advisor Engagement
Phone: 740-262-2983
Fax: 615-383-0519
Location: Orlando, FL
Credentials: Master’s in Business Management | FINRA Series 6, 7, 63, and 65 Licensed
How I Support Our Advisors
Whether you are brand new to the Innovative Financial Group (IFG) family or a seasoned advisor, navigating the combined landscapes of Osaic Wealth, Inc. and IFG can sometimes feel like a puzzle. That’s where I come in. I serve as your direct connector, ensuring you and your staff are always plugged into the right resources, platforms, and solutions.
Advisors and their teams typically come to me when they have a complex question, a roadblock, or simply don’t know where to turn. I specialize in turning frustration into focus — bringing a sense of calm to stressful situations and ensuring you get the exact direction you need.
"I want our advisors to feel completely confident and know they are in competent hands. While I may not always have every answer, I genuinely care about finding the right ones. My goal is to solve your problems efficiently so you can focus entirely on keeping your business running smoothly."
Professional Background & Expertise
With over 18 years of experience in the financial services industry, Amy brings a wealth of deep operational knowledge and relationship-building expertise to IFG. Prior to joining Osaic, she spent her entire earlier career with John Hancock, where she mastered the art of advisor support, presentation delivery, and event planning.
What Amy enjoys most about her role is the human element. For her, financial services is a relationship business first, and she prides herself on the deep personal connections and lifelong friendships she has built with advisors and staff over nearly two decades.
Behind the Scenes: Energy, Endurance & Enthusiasm
If you’ve ever interacted with Amy, you already know she brings three core things to the table: she is happy, polite, and incredibly fun. She is a firm believer that high-tempo energy is a team superpower. She brings a vibrant, unapologetically upbeat enthusiasm to every project she touches, aiming to inject joy into the daily grind and keep everyone motivated — even when tackling the tightest deadlines.
Outside of the office, Amy’s life is beautifully busy:
- The Soccer Sidelines: Her absolute favorite activity is watching her son, Serge, and his teammates play soccer. You can usually find her cheering them on with a loud "GO OCLN!"
- The Hostess: She loves cooking and hosting large, vibrant parties for her friends and family.
- The Menagerie: She shares her home with two very unique family pets: a French Bulldog named Mousse and a Painted Turtle named Mango.
- Fun Fact: Amy spent eight years training and competing in amateur bodybuilding contests! That chapter of her life taught her everything she knows about elite discipline, strict goal-setting, and exactly how much chicken, eggs, and white fish one human being is capable of eating.