Jennifer Von Ruden assumed responsibilities as IAG’s Chief Compliance Officer on April 1 and also joined as a partner in our firm.
Anne Sapienza and her fiancé, Tim Johnson, are planning a small wedding on September 24, 2022.
Tom Peterson’s son, Gabe, graduated from Marquette High School and plans to attend the University of North Texas in the fall to work toward a finance degree.
Dulce Fisher’s grandfather, Juan Padron, passed away on May 12 at the age of 91. He battled Alzheimer’s for 7 years and left behind 39 grandchildren, 47 great-grandchildren, and one great-great-grandchild.
Rusty Peterson and his wife, Marna, moved to Delafield and are preparing to sell their home in Menomonee Falls.
Chris Mitchell was selected as a Forbes Best-In-State Wealth Advisor for 2022, ranking 61st in the entire state.
Lori Watt was selected as a Forbes Forbes Best-In-State Wealth Advisor for 2022, ranking 69th in the entire state. Lori Was also selected as a Forbes America’s Best Women Advisors Best-in-State for 2022, ranking #10.
Mike Kutz’ son, Jesse, graduated from Viterbo University and will begin working for Stifel Financial in Madison.
Mike Kutz’ son, Sam, and his wife, Emilie, are expecting their first child in August. This will be Mike’s first grandchild.
Scott Heins and his family visited his sister in Arizona over spring break.
IAG will be hosting the Wisconsin Chapter of the Exit Planning Institute Summer Social on July 14 at the Milford Hills Hunt Club.
Jesse Sindorf – 6 years
Debra Melvin – 8 years
Gina Haenisch – 9 years
Rusty Peterson – 10 years
Scott Heins – 23 years
Chris’s Mitchell 1-05282735
Lori’s is 1-05284773