While IAG Wealth Partners (IAG) has grown tremendously over the years, 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.
As Business Development Manager, I work with all the advisors at IAG on their individual marketing efforts, helping them to grow their business, as well as look for new opportunities to continue IAG’s growth. A large part of my responsibility in this role is the coordination of our client education and appreciation events; events our clients look forward to year after year.
As IAG’s Insurance Specialist, I work with each advisor and their clients to analyze existing insurance coverage (life, disability, and long term care) and offer enhanced solutions where appropriate. I especially enjoy working with business owners that have begun planning for the transition out of their business. Proper and adequate insurance is just one of the key pieces of the business succession plan, and I enjoy collaborating with all the other key players on the business owner’s team of professionals to help the owner achieve the best possible outcome for the company, its employees, and for the business owner and his or her family. I have served on the board for the Wisconsin Chapter of the Exit Planning Institute since 2018.
Cheryl lives with her husband on their 80-acre farm in Neosho. They have three children and two grandchildren, and loves spending time with family. She has been serving in various capacities of church leadership at her church in Oconomowoc for over 35 years.