Independent: All States | Innovative Financial Group
Innovative Financial Group (IFG®) is a culmination of many businesses acquired by the partnership of Robert Mitchell, an entrepreneur, and Brian Heapps, a financial services industry leader. The combined firms of Edgewood Financial Network, The Southern California agency, and Innovative Financial Group formally adopted the IFG® name in 2018. IFG® is now a full-service financial planning and wealth management firm and Office of Supervisory Jurisdiction, serving clients and advisors in all 50 states.
IFG®’s mission is to provide a relationship-driven, fiercely independent, innovative, advisor-centric platform. That helps financial advisors run their businesses more efficiently, serve their clients more effectively, and scale their businesses more profitably.
Our Team of Advisors
Georgia
Herman (Tommy) Thompson, Jr., CRP®. ChSNC®, ChFC® | Financial Advisor | Phone: 678-338-4371 | Fax: 770-512-8609 | 3520 Old Milton Pkwy | Alpharetta, GA 30005 | https://www.ifgatl.com/
Mark Widlowski | Financial Advisor | Phone: 678-338-4400 | Fax: 770-512-8609 | 3520 Old Milton Pkwy | Alpharetta, GA 30005 | https://www.ifgatl.com/
Richard Walters | Vice President of Atlanta Branch | Phone: 678-338-4400 | Fax: 770-512-8609 | 3520 Old Milton Pkwy | Alpharetta, GA 30005 | https://www.ifgatl.com/
Arizona
Thera Engle | Investment Advisor Representative | Phone: 623-806-8704 | Fax: 877-860-71101 | 1003 W. Monte Vista Road | Avondale, AZ 85392
Massachusetts
Janath Desilva | Financial Advisor | Phone: 978-689-6990 | Fax: 978-451-4454 | 5 Lan Drive, Suite 220 | Westford, MA 01886
John Vassallo | Financial Professional | Phone: 978-689-6926 | 314 Main Street, Suite 203 | Wilmington, MA 01887
Patrick Tannler | Operations Manager | Phone: 978-689-6990 | Fax: 978-451-4454 | 5 Lan Drive, Suite 220 | Westford, MA 01886
William Sigurd Spearing, MBA, AIF® | Financial Advisor | Phone: 978-689-6978 | 90 Conz Street, Suite 218 | Northampton, MA 01060
North Carolina
Wendy Weant | Investment Advisor Representative | Phone: 704-636-9494 | Fax: 704-636-9495 | 219 Statesville Blvd. | Salisbury, NC 28144
Tennessee
Austin Watts | Financial Advisor | Phone: 901-441-8515 | Fax: 901-767-0978 | 5050 Poplar Ave., Ste. 1107 | Memphis, TN 38157 | www.ifgmemphis.com
Blake Dorsett | Financial Advisor | Phone: 901-385-4259 | Fax: 901-767-0978 | 5050 Poplar Ave., Ste. 1107 | Memphis, TN 38157 | www.ifgmemphis.com
Boone Lancaster | Investment Advisor Representative | Phone: 615-724-5961 | Fax: 615-581-2280 | 104 Woodmont Blvd., Ste. 210 | Nashville, TN 37205
Brian Heapps, CFP®, CLU®, ChFC® | President, CEO | Phone: 615-528-5730 | Fax: 615-383-0519 | 2908 Poston Ave., Ste. 1 | Nashville, TN 37203
Robert Mitchell | Co-Founder | Phone: 833-411-6932 | Fax: 615-383-0519 | 2908 Poston Ave., Suite 1 | Nashville, TN 37203
Clyde Pat McFadden, CLU® | Registered Representative | Phone: 615-385-1824 | Fax: 383-0519 | 2908 Poston Ave., Ste. 1 | Nashville, TN 37203
Hubert "Buddy" Wootten, MS-CFP®, CLU®, CLTC®, AIF® | Vice President of Business Planning | Phone: 615-385-1824 | Fax: 615-383-0519 | 2908 Poston Ave., Ste. 1 | Nashville, TN 37203
Texas
Cliff Cosper, CFP®, AAMS®| Financial Advisor | Phone: 254-342-3939 | 16 E. Avenue A, Ste. 208 | Temple, TX 76501