Our team of experienced money managers is dedicated to helping you enhance your asset allocation and present your clients with fresh new opportunities for investing.

Innovative Portfolios is a team of experienced money management professionals who provide investment strategies, research, and advisory to registered investment advisors and other strategic partners.

Working with us gives you the benefit of our decades of experience as investment advisors. We work to understand your needs, as well as your clients’ needs. Not just when you first come to us, but throughout our relationship. We take pride in doing all the little things that let you focus on the more important client-centric aspects of your business.

Executive Team

Dave Gilreath, CFP®

Managing Director
Chief Investment Officer
Portfolio Manager

Ron Brock

Managing Director
Chief Financial Officer
Portfolio Manager

Audrey Kurzawa, CPA

Chief Compliance Officer

Christy Jordan


Portfolio Managers and Traders


Angie Reecer

Chief Operations Officer

Eric McKenzie

Director of Operations

Kat Harper

Manager of Operations

Sheldon Hirst