Working with the IAG Wealth Partners’ team, you can expect the highest level of service, objective financial advice, a disciplined planning process, customized investment strategies, and regular communication and education. What adds further value for our clients is our Spiritual Commitment. This is a source of wisdom and strength that has helped guide IAG in times of choice and challenge and supports our mission statement. We acknowledge the importance of this Commitment in our firm’s founding and ongoing daily operations.
Financial Advisors
- Lori A. Watt, CFP®, Managing Partner & President
- Christopher W. Mitchell, CFP®, Managing Partner
- Scott D. Heins, CFP®, Partner
- Anne C. Sapienza, CRPC®, Partner
- Thomas L. Peterson, Partner
- Rusty J. Peterson, Partner
- Susan C. Kuhlenbeck
- Michael L. Kutz, CRPC®
- Jayme L. Heineck
- Debra B. Melvin, MBA, CDFA®
- Jesse M. Sindorf, CFP®
- Michael J. Koerner
- Jason E. Ganiere, CFP®
Service Team
- Mary Paul
- Mike Kellen
- Gina Haenisch
- Dulce Fisher
- Katherine Real
- Mandi Hawk
- Chas Moede
- Sean Murphy
- Kyle Bence
- Josh Oswald
- BJ Sabol
- Lindsay Lavine
- Mark Wieselmann
- Alice Glick
- Jesse Kutz