Broker Check

Who We Are



At our firm, we have the client - and only the client - in mind

We are a team of salaried experienced financial professionals who focus on service and advice instead of product sales.  Our model offers you a tiered advice structure, allowing you to access the services that are right for you, while choosing how and when to engage with our team of advisors.  With advisors located across the country, we ensure you receive truly personalized advice on your terms.

Brian Heapps

Brian Heapps, CLU® , ChFC®

Managing Director

(615) 385-3867

Alex Petrovich

Alex Petrovich,CFP®

Head of Innovative Wealth Team

(412) 282-8444

(615) 383-0519

Sean Bove

Sean Bove, CFP®, CPWA®

Head of Innovative Wealth Team Private Client

(615) 469-7971

(615) 383-0519

Garrett Smith

Garrett Smith CFP®

Associate Planner

(913) 318-4098

(615) 383-0519

Devon Costa

Devon Costa

Associate Planner

(518) 801-1054

(615) 383-0519

Melissa Wiggins

Melissa Wiggins

Director of Client Experience

(615) 515-8152

(615) 383-0519

Joseph Tassiello

Joseph Tassiello

Associate Planner

(718) 916-1686

(615) 383-0519

Michael Iannuzzi

Michael Iannuzzi

Associate Planner

(615) 422-6175

(615) 383-0519

Ryan Houghtaling

Ryan Houghtaling

Client Service Administrator

727-497-1756

Client Centered

Client Centered

We work with you to create a plan that helps you meet your needs and goals. Whether you need help investing, protecting, or preserving your assets, our team of experts will provide personalized service and guidance.

At Innovative Wealth Team, we are committed to providing the best services for you. We have a team of professionals with years of experience in financial services which can help you meet your needs today and for many years.