OUR STORY
Innovative Financial Group (IFG) is one of the fastest growing insurance platforms in the country. Founded in 2018, our mission has always been to provide unparalleled support and superior customer service to all of our clients through our needs-based approach to insurance. Our services and ongoing recommendations, which are focused on helping people reduce risk and increase wealth, have attracted many new clients seeking advice from our agents. When you pair that with our large and diverse product offering, our agents have the ability to help almost anyone achieve their financial goals.
OUR STORY
Innovative Financial Group (IFG) is one of the fastest growing insurance platforms in the country. Founded in 2018, our mission has always been to provide unparalleled support and superior customer service to all of our clients through our needs-based approach to insurance. Our services and ongoing recommendations, which are focused on helping people reduce risk and increase wealth, have attracted many new clients seeking advice from our agents. When you pair that with our large and diverse product offering, our agents have the ability to help almost anyone achieve their financial goals.
LEADERSHIP
EXECUTIVE TEAM
TYLER REES
CHIEF EXECUTIVE OFFICER
JOSH BENSON
CHIEF OPERATIONS OFFICER
RYAN STRATHMEYER
CHIEF MARKETING OFFICER
PARTNERS
EXECUTIVE TEAM
TYLER REES
CHIEF EXECUTIVE OFFICER
JOSH BENSON
CHIEF OPERATIONS OFFICER
RYAN STRATHMEYER
CHIEF MARKETING OFFICER
SALES
Medicare Sales
PETER WALKER
PRESIDENT OF SALES
EJ MYERS
VICE PRESIDENT OF SALES
ADAM REES
VICE PRESIDENT OF SALES
MATTHEW MURRAY
DIRECTOR OF SALES & MARKETING
Final Expense
DON FRANSKO
VICE PRESIDENT OF FINAL EXPENSE
REGIONAL AGENT SALES
WILL THOMPSON
AGENCY BROKER EXECUTIVE
RYAN RADLEY
AGENCY BROKER EXECUTIVE
KORBIN MYERS
AGENCY BROKER EXECUTIVE
CLAY WATERBURY
AGENCY BROKER EXECUTIVE
SALES
Medicare Sales
PETER WALKER
PRESIDENT OF SALES
EJ MYERS
VICE PRESIDENT OF SALES
ADAM REES
VICE PRESIDENT OF SALES
MATTHEW MURRAY
DIRECTOR OF SALES & MARKETING
FINAL EXPENSE
DON FRANSKO
VICE PRESIDENT OF FINAL EXPENSE
REGIONAL AGENT SALES
WILL THOMPSON
AGENCY BROKER EXECUTIVE
RYAN RADLEY
AGENCY BROKER EXECUTIVE
KORBIN MYERS
AGENCY BROKER EXECUTIVE
CLAY WATERBURY
AGENCY BROKER EXECUTIVE
OPERATIONS
LEADERSHIP
TARYN BURDGE
DIRECTOR OF CONTRACTING
LIFE & ANNUITIES
SARAH WALTERS-MAHER
DIRECTOR OF
REPORTING
CONTRACTING
LISA CRABTREE
LIFE & ANNUITIES
CONTRACTING SPECIALIST
KELLY DANIELS
MEDICARE & ACA
CONTRACTING SPECIALIST
KELLI MILLIRON
MEDICARE & ACA
CONTRACTING SPECIALIST
SHAWN LENOS
COMPLIANCE SPECIALIST
COMMISSIONS
ABRYANNA NEFF
COMMISSIONS SPECIALIST
JONATHAN SEWARD
COMMISSIONS SPECIALIST/REPORTING
ASIA HINES
COMMISSIONS SPECIALIST
OPERATIONS
LEADERSHIP
TARYN BURDGE
DIRECTOR OF CONTRACTING LIFE & ANNUITIES
SARAH WALTERS-MAHER
DIRECTOR OF REPORTING
CONTRACTING
LISA CRABTREE
LIFE & ANNUITIES CONTRACTING SPECIALIST
KELLY DANIELS
MEDICARE & ACA CONTRACTING SPECIALIST
KELLI MILLIRON
MEDICARE & ACA CONTRACTING SPECIALIST
SHAWN LENOS
COMPLIANCE SPECIALIST
COMMISSIONS
ABRYANNA NEFF
COMMISSIONS SPECIALIST
JONATHAN SEWARD
COMMISSIONS SPECIALIST/REPORTING
ASIA HINES
COMMISSIONS SPECIALIST
MARKETING
DIGITAL LEADS / CRM / CREATIVE
MARQUES PAGAN
DIRECTOR OF AUTOMATION
ADAM AMEZCUA
TECHNOLOGY SUPPORT
ALICE HEITCHUE
CREATIVE DIRECTOR
BRIAN LANE
DIRECTOR OF VIDEO & PHOTOGRAPHY
DIRECT MAIL
CHAD DAWKINS
DIRECTOR OF PRINT PRODUCTION
THOMAS RHODES
DIRECT MAIL SPECIALIST
JEREMY WRIGHT
DIRECT MAIL SPECIALIST
MARKETING
DIGITAL LEADS / CRM / CREATIVE
MARQUES PAGAN
DIRECTOR OF AUTOMATION
ADAM AMEZCUA
TECHNOLOGY SUPPORT
ALICE HEITCHUE
CREATIVE DIRECTOR
BRIAN LANE
DIRECTOR OF VIDEO & PHOTOGRAPHY
DIRECT MAIL
CHAD DAWKINS
DIRECTOR OF PRINT PRODUCTION
THOMAS RHODES
DIRECT MAIL SPECIALIST
JEREMY WRIGHT
DIRECT MAIL SPECIALIST
Our Team
ACA CONTRACTING
COMMISSIONS
LIFE CONTRACTING
MEDICARE CONTRACTING
MARKETING /CREATIVE
REPORTING
CUSTOMER SERVICE
SUNFIRE SUPPORT
TECHNOLOGY
Home Office:
3147 S 17th Street, Suite 300
Wilmington, NC 28412
Local: 910-834-6410
Toll Free: 888-200-1777 | TTY 711
Office Hours: Monday - Friday
9 am to 5 pm, ET
Visit our Facebook Community:
Innovative & Friends
A non-government entity powered by Innovative Financial Partners, LLC, a health insurance agency. We do not offer every plan available in your area. Currently we represent 6 carrier organizations which offer 2,352 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.
© 2024 Innovative Financial Group | All Rights Reserved | Terms & Privacy
Home Office:
3147 S 17th Street, Suite 300
Wilmington, NC 28412
Local: 910-834-6410
Toll Free: 888-200-1777 | TTY 711
Office Hours:
Monday - Friday | 9 am to 5 pm, ET
Visit our Facebook Community:
Innovative & Friends
We work with the following companies as an independent broker: [Aetna Inc., Elevance Health, Inc., Cigna Healthcare, Humana Inc., UnitedHealthcare®, and Wellcare Health Plans, Inc.]
Innovative Financial Group represents Medicare Advantage [HMO, PPO, PFFS, and PDP] organizations that have a Medicare contract. A non-government entity powered by Innovative Financial Partners, LLC, a health insurance agency. We do not offer every plan available in your area. Currently we represent 6 carrier organizations which offer 2,352 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options. Extra benefits require enrollment in an MA plan and depend on whether you are eligible to enroll in an MA plan in your area. Benefits are available only in select areas.
© 2024 Innovative Financial Group | All Rights Reserved | Terms & Privacy
