Location: Bozeman, MT
Credentials: FINRA Series 7, 66, 24, 51, and 24
How I Support Our Advisors
Building a successful practice is a massive achievement, but knowing how to scale it or efficiently capture its value is a completely different challenge. As the Head of Business Development at Innovative Financial Group (IFG), I partner with advisors to help them grow their businesses through strategic recruiting and targeted acquisitions.
Advisors typically come to me when they want to expand their team, explore growth through acquisition, or when they are ready to sell their business but aren’t quite sure where to start. I specialize in solving complex equity and transition problems—guiding advisors through the intricacies of valuing a business, structuring a seamless succession plan, and building robust continuity plans.
"When advisors work with me, I want them to feel entirely comfortable and secure. Growth and succession can feel overwhelming, but I want our network to know that we have a proven, structured process to support their business and that we have successfully navigated these waters many times before."
Professional Background & Expertise
Malcolm brings 23 years of dedicated experience in the financial services industry to the IFG leadership team. Prior to his role here, he served as the Director of Advisor Success at XY Planning Network and as the Director of Recruiting and Acquisitions at Signator Investors Inc.
Over more than two decades, Malcolm has developed deep, specialized expertise in acquisitions, recruiting, succession planning, and continuity planning. What he enjoys most about his work is the strategic side of business ownership—helping advisors figure out exactly how to maximize and monetize the lifetime value of the businesses they have worked so hard to build.
Behind the Scenes: Mountain Living & Creative Solutions
Malcolm’s consultative style is defined by three core traits: he is calm, relatable, and creative. He excels at bringing an easygoing, steady approach to high-stakes business transitions, pairing it with creative strategy to build win-win outcomes.
Outside of the office, Malcolm fully embraces life in Big Sky Country with his family and friends:
- Family & Home: He loves spending quality time with his wife, Stacey, their son, Lincoln, and their dog, Ryder.
- The Perfect Weekend: On the weekends, you can almost always find Malcolm heading into the mountains with his family to go fishing and hiking.
- Interests & Adventure: An avid outdoorsman and traveler, his favorite personal hobbies include hiking, fishing, skiing, and exploring new places.