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Helping You Navigate Your Financial Future

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My Clients Are My Priority

At Innovate Financial, my clients are my focus. I know you work hard, and I want your investments to work hard for you.

My Process

I create financial strategies that are tailored to your individual needs and goals.

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My History

My dedicated team has the experience necessary to guide you through all of life's moments.

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My Values

Honesty. Integrity. My values are infused into every aspect of my practice.

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Our Team

Shelbey Lyons

Admin Solutions Consultant


Shelbey Lyons brings her expertise and knowledge to her partnership with Innovate Financial. As a Client Service Associate, she assists on administrative tasks and client management functions that allow us to focus on our clients'...

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