Business Development Manager, Insurance Coordinator
- With IAG since: 2003
- Personal: Family and decorating/remodeling
While IAG Wealth Partners has grown tremendously, it is gratifying to know that even as our business expands, our commitment to personal attention never wavers. This dedication to each client, and the commitment of my peers to drive success inspires me every day.
I collaborate directly with all of the advisors at IAG, supporting them through marketing and business development and the exploration of new opportunities to help our business grow. This includes my role as Insurance Specialist, helping our advisors incorporate life, long term care, and disability insurance into their clients’ overall financial plans. In conjunction with this role, I serve on the leadership team of the Wisconsin Chapter of the Exit Planning Institute, a national organization that helps educate business owners on the importance of planning for the time they exit their business.
One of my favorite responsibilities is coordinating our client education and appreciation events. IAG’s annual Wealth Management Symposium brings our clients together with a nationally recognized keynote speaker and a range of educational components supported by our industry partners. This event has grown every year and is just one more reflection of our core values- to provide our clients with the best financial education and services.
Cheryl lives with her husband, Joel and family on their 80-acre farm in Neosho. They have three children and two grand children. For over 30 years, Cheryl has been volunteering at her church, serving on the church leadership team.