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Meet the Team

Meet the Team

Why Innovate Financial?

Your Financial Planning office should have your best interests at heart.  Our goal is to help our clients invest wisely, and make the most of their retirement years.  You've worked hard to get where you are at and our goal is to help you make the most of the wealth you've created.  We like to have fun conversations with our clients about how they are realizing their dreams while also getting technical enough to make sure they are making the best decisions given their financial situation.  

We want our clients to have fun.  We also want to be our happiest when meeting with you.  Innovate Financial is a lifestyle company where our owner & employees generally work four days a week for 32 hours total (and are compensated as full time).   With a more generous work schedule we can and will step up to work longer when needed. 

It's better this way.  We want our clients to have fun and we enjoy starting work on Mondays after a nice three day weekly break.  

FIDUCIARY

Fiduciaries work in the best interest of their cilents.  

CFP® PROFESSIONAL

Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNERTM Professionals.*

+Source : www.cfp.net, www.cerulli.com

ChFEBC

Chartered Federal Employee Benefits Consultants are individuals have successfully completed coursework and an exam focused on federal employee benefits

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