Amy Heapps
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.
Check the background of your financial professional on FINRA’s BrokerCheck
“I’m excited to be part of a team that is focused on creating a better advisor experience. As Head of Advisor Engagement I get to collaborate with advisors across the country, to share best practices, and create valuable resources to enhance the advisor experience.”
