Denise Beatty

Denise will most likely be the first person on Team IFG to contact you. Denise is your personal investment concierge and is here to guide you through our processes step by step. Throughout her 14+ years in the industry she’s learned to navigate compliance laws and forms regulations to ensure your investments follow FINRA guidelines and all paperwork requirements are easily fulfilled. Denise also designs our education curriculum and keeps our office organized. Her combination of patience and let’s-get-it-done today is exactly what our current clients love most about her! In her years as a financial marketer, Denise has partnered with and learned from some of the largest firms in the industry. She’s enjoyed working on celebrity endorsement projects, coordinating nationwide advisor coaching programs and editing books for a few top financial advisors. When the office closes for the night, Denise finds joy in trail biking and travelling with her husband, Brian, and their two children, Georgia and Boston.