Our Team

At Innovative Advisors, We Have the Client—And Only the Client—In Mind.

Clients, whether they are individuals, families, or business owners, typically have much more on their minds than finance. Innovative Advisors has built a firm around helping clients clarify individual concerns and offer comprehensive services ranging from business consulting and HR services, to insurance planning and retirement planning.

With the goal of forming trusted, long-lasting relationships with each and every client, Innovative Advisors is constantly seeking to improve and provide the highest level of service. By offering a wide array of services we are focused on helping our clients pursue their goals in life.

Through strategic planning we can guide you toward realizing your vision. We have long- and short-term strategies that will help you pursue your dreams. Our mission and values include exceeding our client’s every expectation. Call us today to find out how.

Karen J. Ness, RICP®, AIF®, CLTC®

President / Financial Advisor

(775) 753-4333

(775) 753-7133

Karen.Ness@LPL.com

Karen is a registered Financial Advisor as well as the president and founder of Innovative Advisors, Inc. She enjoys utilizing her background in Human Services, Human Resources, and Business Management, along with her Behavioral...

Andrea Beitia

Business Operations Manager

(775) 753-4333

(775) 753-7133

andrea.beitia@lpl.com

Andrea Beitia joined Innovative Advisors, Inc in June of 2017. Andrea specializes in Financial Services and is also our Social Media Manager. She works with the team to help clients identify and address financial needs...

Kirsty Ness

Client Service Associate

(775) 753-4333

(775) 753-7133

Originally from Wisconsin, Kirsty recently made the move to Elko and brings a unique blend of precision and warmth to our team. With a background in laboratory work, she’s no stranger to detail and dedication—qualities she now channels...

Lucia Capital Group

https://www.luciacap.com/about/meet-the-team/

Lucia Capital Group is a trusted partner and essential ally to our office, providing strategic financial support and investment insight that enable us to serve our clients with confidence and agility. Known for their deep industry...

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