Innovative Wealth Building LLC

Joseph Chavel is a Series 65-licensed advisor with Innovative Wealth Building LLC, bringing one year of industry experience. Prior to joining the firm, he served in the United States Marine Corps and held positions at NAVAIR and PAE. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a client-specific approach using Investment Policy Statements and generally pursues long-term trading based on fundamental analysis and modern portfolio theory.

Jennifer Hill is a financial advisor with Innovative Wealth Building LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She previously worked at First Command Advisory Services, Inc. and First Command from 2015 to 2021. Hill is also an independent licensed insurance agent and occasionally offers insurance products to advisory clients. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes tailored investment programs based on fundamental analysis and modern portfolio theory, managing accounts on both discretionary and non-discretionary bases with regular monitoring and reporting.

Terry Parham is a financial advisor at Innovative Wealth Building LLC with 13 years of industry experience. He holds the CFP® and ChFC® designations along with Series 63 and Series 65 licenses. Prior to joining Innovative Wealth Building in 2021, he worked at Pruco Securities LLC, The Prudential Insurance Company of America, and First Command Advisory Services. He is also an independent licensed insurance agent who occasionally offers insurance products to his clients. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, managing accounts on both discretionary and non-discretionary bases with regular monitoring and reporting.

Vincent Petrillo is a financial advisor at Innovative Wealth Building LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he served 15 years with the Naval Air Systems Command at the Department of Navy. He is also an insurance agent, selling insurance products alongside his advisory role. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm offers tailored investment programs and ongoing monitoring, managing accounts on both a discretionary and non-discretionary basis with a focus on long-term trading guided by fundamental analysis and modern portfolio theory.

Kennah Parham is a CFP® and ChFC® with 10 years of industry experience. She is currently a financial advisor at Innovative Wealth Building LLC, where she has worked since 2021. Her prior experience includes roles at Prudential Financial and First Command Financial Services. Outside of her advisory work, Parham is the founder and CEO of NourishHer Health, a nonprofit organization. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs tailored investment programs and generally pursues long-term trading based on fundamental analysis and modern portfolio theory.

Coy Baldwin is a financial advisor at Innovative Wealth Building LLC with three years of industry experience. He holds a Series 65 designation and previously worked for Cintas Corp. for 19 years. In addition to his advisory role, he is an independent licensed insurance agent and occasionally offers insurance products to clients. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs long-term trading strategies guided by fundamental analysis and modern portfolio theory, managing accounts on both discretionary and non-discretionary bases.

Warren Brooks is a financial advisor at Innovative Wealth Building LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Command Advisory Services and First Command Financial Planning from 1999 to 2021. He is also a licensed insurance agent and occasionally offers insurance products to clients. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, managing accounts with ongoing monitoring and tailored investment programs.

Carman Kubanda is a financial advisor with Innovative Wealth Building LLC in Fort Worth, TX, holding a Series 66 license and six years of industry experience. Prior to joining Innovative Wealth Building in 2023, he worked at First Command Financial Planning, Inc. and several other firms. Kubanda is also the owner of Wellbeing Financial, LLC, which provides insurance services and lead generation. Innovative Wealth Building LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs long-term trading strategies guided by fundamental analysis and modern portfolio theory, managing accounts on both discretionary and non-discretionary bases.