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Certified Financial Planner
Founder of Innovative Wealth. Loves helping people accomplish whatever it is they dream to accomplish.
Investment Advisor Rep.
Member of the team from the beginning, Kimberly handles the day-to-day office flow. There isn't a question she can't find the answer to.
Megahn is the utility player of our team. We haven't found anything she can't do. Quick to answer the phone and say hello!
Certified Public Accountant
Managing Partner of our tax division, Ben brings nothing but knowledge. Ready to tackle any size of client, Ben's ready for the challenge.
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