Broker Check

Our Team


Jodi Giustina

Administrative Assistant



Jodi joined the Hartford office in February 2022 to assume the newly created position of Administrative Assistant for Innovative Wealth Managers.  Her responsibilities include working closely with her financial advisor to develop...

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Julia Eggleston

Client Relationship Manager


Julia Eggleston is a Client Relationship Manager of Innovative Wealth Managers. With 2 years of experience in the financial industry, she has a keen understanding of what is takes to build and maintain long-lasting relationships with...

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Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.