With IAG since: 1985
Professional Certifications: CFP®
Personal: Family, community and church activities, and travel
Honors & Awards: Five Star Wealth Manager 8-time award recipient, Featured in Women of Distinction, Milwaukee Magazine, November 2020, and Forbes Top Women Advisors, 2021
With IAG since: 1985
In the early 1980s the term “financial planner” was barely recognized, and the opportunities for women had not yet been fully realized. I didn’t see myself as a pioneer, but when I started IAG Wealth Partners, I wanted to create an environment where everyone – clients, as well as the IAG Team serving them has the greatest opportunity to pursue their dreams. In a world where numbers can be overwhelming, I have found that personal relationships and a commitment to service are key in guiding clients along the different stages of their financial journey toward pursuing their goals and dreams.
Wealth strategies need discipline, but they also rely on intuition. As a business owner, I understand the challenges that entrepreneurs face. Business succession planning is just one of these. Transitioning from an ownership position is an emotionally and fiscally challenging time. In my experience, an advisor that knows how to listen, provide exceptional strategies, and follow through on the details helps to work towards a positive outcome.
IAG has thrived because of a strong referral base, respect for results, and the diverse experience of our team. We strive to maintain a warm and inviting environment where every client, advisor, and member of support staff feels truly valued. I not only love working with our clients, but I also enjoy mentoring our younger advisors. Their careers and personal growth are a very important part of what makes our firm special.
Lori and her husband reside in Hartland and are active members of their community and church. She has three grown children and six grandchildren. In her free time, she enjoys running, golfing, and traveling. She also serves on the board for the National Christian Foundation.
Lori has been named to Forbes 2021 list of Top Women Wealth Advisors, and also recognized in Milwaukee Magazine November 2020 special feature section, Women of Distinction. Specializing in advanced financial planning techniques, Lori is co-author of “The Black Book on Personal Finance,” published in October 2005. She has also been honored on Milwaukee Magazine’s “Five Star: Wealth Manager” list for 2013, and 2015 -2021*.