IAG WEALTH PARTNERS
 Build Toward Wealth • Manage Your Retirement • Create Your Legacy

Start investing in your financial future.

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IAG Wealth Partners

For 40 years, our team members have provided the highest level of service. We are dedicated to continuing our mission to help our clients make sound wealth management decisions so they can pursue their goals.

IAG Wealth Partners
IAG Wealth Partners

Our Values

At IAG Wealth Partners, we’re more like family.

For 40 years, we have served as valued financial advisors to professionals, multi-generational families, retirees, and business owners.

About Us

Your Valued Partners

Dedicated to creating comprehensive plans that address every aspect of your financial life, with goals to fulfill your passions, and strategies to pursue your dreams.

Lori A. Watt CFP®, Founder, President, and CEO "IAG has thrived because of a strong referral base, respect for results, and the diverse experience of our team. " Full Bio arrow_forward_ios 2025 Forbes Best-In-State Women Wealth Advisor & 2025 Forbes Best-In-State Wealth Advisor Christopher W. Mitchell CFP®, Managing partner, and financial advisor "I think the fundamental key to IAG’s success is our integrity and our holistic approach to financial planning." Full Bio arrow_forward_ios 2025 Forbes Best-In-State Wealth Advisor Scott D. Heins CFP®, Partner, Chief Investment Officer "I see the value in learning from the past and applying what we have learned to help us make better decisions in the future. I like to think that the broader lessons we learn from each other benefit everyone we serve." Full Bio arrow_forward_ios Anne C. Sapienza CRPC®, Partner, Financial Advisor "Across life’s many chapters, I serve as a valued guide—coordinating all the pieces and translating strategy into thoughtful action. Clients and their families rely on me as their first call—to assess every angle and uncover the most effective roadmap forward."
 Full Bio arrow_forward_ios Thomas L. Peterson Partner, Financial Advisor “My accounting background is a cornerstone of my approach. I leverage this expertise to develop comprehensive tax-efficient plans that help clients pursue their long-term goals.” Full Bio arrow_forward_ios Rusty J. Peterson Partner, Wealth Consultant “At our core, IAG Wealth Partners is a family helping other families. My clients’ love of life and dedication to taking care of their families no matter what inspires me daily.” Full Bio arrow_forward_ios Michael L. Kutz CRPC®, Financial Advisor "IAG was a natural fit for me. It is an organization driven by a solid set of core values founded in faith, honesty, and integrity that extend throughout its ownership, staff, and advisors, since 1985 when it was founded." Full Bio arrow_forward_ios Josh Oswald MBA, Financial Advisor "While I work closely with each client, I am supported by a team of professionals who bring diverse knowledge and experience to our clients’ personalized financial plans." Full Bio arrow_forward_ios Jayme L. Heineck Financial Advisor "The best part of being a Financial Advisor is the relationship that I build with my clients. I want to understand their fears, their hopes, and their dreams." Full Bio arrow_forward_ios Debra B. Melvin MBA, CDFA®, Financial Advisor “My true passion is financial education for women, and I am actively involved in several women’s groups in the Milwaukee and Chicago areas.” Full Bio arrow_forward_ios Jesse M. Sindorf CFP®, Financial Advisor “At IAG Wealth Partners, I have had the amazing opportunity to work for a company that promotes a holistic team approach to help our clients work towards accomplishing their financial and personal goals.” Full Bio arrow_forward_ios Michael J. Koerner Financial Advisor “I love working with the children and grandchildren of my clients. Money success starts with an early foundation of financial literacy that can affect young people their entire life.” Full Bio arrow_forward_ios Jason E. Ganiere CFP®, Financial Advisor "As a financial advisor at IAG I have the luxury of being backed by teams specializing in investment management, operations, and financial planning." Full Bio arrow_forward_ios Kyle Bence Financial Advisor "This experience has taught me the critical importance of relationships and the power of active listening. These skills allow me to deeply understand and respond to our clients’ needs and desires." Full Bio arrow_forward_ios ABOUT US
 Your Trusted Partners
 Dedicated to creating trusted plans that address every aspect of your financial life, with goals to fulfill your passions, and strategies to achieve your dreams.
 Lori A. Watt | IAG Wealth Partners IAG Wealth Partners IAG Wealth Partners Thomas L. Peterson | IAG Wealth Partners Christopher W. Mitchell | IAG Wealth Partners Scott D. Heins | IAG Wealth Partners Rusty J. Peterson | IAG Wealth Partners Anne C. Sapienza | IAG Wealth Partners Michael L. Kutz | IAG Wealth Partners Jayme L. Heineck | IAG Wealth Partners Debra B. Melvin | IAG Wealth Partners Michael J. Koerner | IAG Wealth Partners Jason E. Ganiere | IAG Wealth Partners Kyle Bence | IAG Wealth Partners Jesse M. Sindorf | IAG Wealth Partners Josh Oswald | IAG Wealth Partners
IAG Wealth Partners

The Client Experience

IAG Wealth Partners

Building Wealth

IAG Wealth Partners

Investment Management

IAG Wealth Partners

Personalized Planning

IAG Wealth Partners

The Client Experience

IAG Wealth Partners

Building Wealth

IAG Wealth Partners

Investment Management

IAG Wealth Partners

Personalized Planning

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Holistic Wealth Management Process

We help provide clear vision and path toward long-term goal achievement.

IAG Wealth Partners

Schedule a discovery meeting with our team of professionals, where we will discuss personal and financial objectives, goals, dreams, and challenges.

IAG Wealth Partners

Through our collaborative team’s efforts, we create a customized plan, establish your retirement “Green Zone,” and have a personal meeting to review.

IAG Wealth Partners

With the integrative support of our Investment Team, risk guidelines will be established while we analyze the current investment portfolio, develop an asset allocation strategy, and maximize tax efficiency.

IAG Wealth Partners

We will initiate solutions from the customized investment strategy, collaborate with your qualified professionals, and monitor your financial roadmap with proactive meetings and reviews.

About Us

Your Valued Partners

Dedicated to creating comprehensive plans that address every aspect of your financial life, with goals to fulfill your passions, and strategies to pursue your dreams.

Lori A. Watt CFP®, Founder, President, and CEO "IAG has thrived because of a strong referral base, respect for results, and the diverse experience of our team. " Full Bio arrow_forward_ios 2025 Forbes Best-In-State Women Wealth Advisor & 2025 Forbes Best-In-State Wealth Advisor Christopher W. Mitchell CFP®, Managing partner, and financial advisor "I think the fundamental key to IAG’s success is our integrity and our holistic approach to financial planning." Full Bio arrow_forward_ios 2025 Forbes Best-In-State Wealth Advisor Scott D. Heins CFP®, Partner, Chief Investment Officer "I see the value in learning from the past and applying what we have learned to help us make better decisions in the future. I like to think that the broader lessons we learn from each other benefit everyone we serve." Full Bio arrow_forward_ios Anne C. Sapienza CRPC®, Partner, Financial Advisor "Across life’s many chapters, I serve as a valued guide—coordinating all the pieces and translating strategy into thoughtful action. Clients and their families rely on me as their first call—to assess every angle and uncover the most effective roadmap forward."
 Full Bio arrow_forward_ios Thomas L. Peterson Partner, Financial Advisor “My accounting background is a cornerstone of my approach. I leverage this expertise to develop comprehensive tax-efficient plans that help clients pursue their long-term goals.” Full Bio arrow_forward_ios Rusty J. Peterson Partner, Wealth Consultant “At our core, IAG Wealth Partners is a family helping other families. My clients’ love of life and dedication to taking care of their families no matter what inspires me daily.” Full Bio arrow_forward_ios Michael L. Kutz CRPC®, Financial Advisor "IAG was a natural fit for me. It is an organization driven by a solid set of core values founded in faith, honesty, and integrity that extend throughout its ownership, staff, and advisors, since 1985 when it was founded." Full Bio arrow_forward_ios Josh Oswald MBA, Financial Advisor "While I work closely with each client, I am supported by a team of professionals who bring diverse knowledge and experience to our clients’ personalized financial plans." Full Bio arrow_forward_ios Jayme L. Heineck Financial Advisor "The best part of being a Financial Advisor is the relationship that I build with my clients. I want to understand their fears, their hopes, and their dreams." Full Bio arrow_forward_ios Debra B. Melvin MBA, CDFA®, Financial Advisor “My true passion is financial education for women, and I am actively involved in several women’s groups in the Milwaukee and Chicago areas.” Full Bio arrow_forward_ios Jesse M. Sindorf CFP®, Financial Advisor “At IAG Wealth Partners, I have had the amazing opportunity to work for a company that promotes a holistic team approach to help our clients work towards accomplishing their financial and personal goals.” Full Bio arrow_forward_ios Michael J. Koerner Financial Advisor “I love working with the children and grandchildren of my clients. Money success starts with an early foundation of financial literacy that can affect young people their entire life.” Full Bio arrow_forward_ios Jason E. Ganiere CFP®, Financial Advisor "As a financial advisor at IAG I have the luxury of being backed by teams specializing in investment management, operations, and financial planning." Full Bio arrow_forward_ios Kyle Bence Financial Advisor "This experience has taught me the critical importance of relationships and the power of active listening. These skills allow me to deeply understand and respond to our clients’ needs and desires." Full Bio arrow_forward_ios ABOUT US
 Your Trusted Partners
 Dedicated to creating trusted plans that address every aspect of your financial life, with goals to fulfill your passions, and strategies to achieve your dreams.
 Lori A. Watt | IAG Wealth Partners IAG Wealth Partners IAG Wealth Partners Thomas L. Peterson | IAG Wealth Partners Christopher W. Mitchell | IAG Wealth Partners Scott D. Heins | IAG Wealth Partners Rusty J. Peterson | IAG Wealth Partners Anne C. Sapienza | IAG Wealth Partners Michael L. Kutz | IAG Wealth Partners Jayme L. Heineck | IAG Wealth Partners Debra B. Melvin | IAG Wealth Partners Michael J. Koerner | IAG Wealth Partners Jason E. Ganiere | IAG Wealth Partners Kyle Bence | IAG Wealth Partners Jesse M. Sindorf | IAG Wealth Partners Josh Oswald | IAG Wealth Partners

Professional Support Staff

Dedicated to creating sound plans that address every aspect of your personal financial life.

IAG Wealth Partners

Forbes Best-In-State Wealth
Advisors 2025 Congratulations to Lori Watt and Chris Mitchell for being recognized in 2025 Forbes Best-In-State Wealth Advisors, and Lori in 2025 Forbes Best-in-State Women Wealth Advisors. Read more about Lori | Read more about Chris
 Milwaukee Magazine's Women of Distinction same here We couldn't be more proud of our group of women advisors for being selected for the Women of Distinction feature in the November issue of Milwaukee Magazine.
Read more of their story
 Forbes America's Top RIA Firms 2024 Read the story keyboard_arrow_left keyboard_arrow_right IAG Wealth Partners IAG Wealth Partners IAG Wealth Partners

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