Denise Beatty

Denise began her 17+ years in the investment industry as an outreach coordinator and investments application processor while managing marketing events for advisors. She’s been our office manager for 10 years and has recently moved into her current role. She champions our mission every day: to inform and educate our clients and their families. Denise designs our brochures, curates our workshops and maintains our presence on social media. She also works with the IFG team and our industry partners to offer educational events and foster financial awareness in our community.  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 education 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.