With IAG since: 1999
Professional Certifications: CFP®
Personal: Family and family activities, pets, and camping
Honors & Awards: Five Star Wealth Manager 5-time award recipient
Phone: 262-446-8150
Fax: 262-446-8135
Email: sheins@iagwealthpartners.com
Video Bio: View
What truly sets IAG Wealth Partners apart from other financial and wealth management firms is our spiritual commitment to honest and ethical business practices, as well as our disciplined investment and financial planning processes.
Since joining IAG in 1999, the firm has grown a great deal. I credit that success to our steadfast commitment to our clients and their families. I sincerely enjoy working with people and making a difference in their lives. Helping our clients find ways to make better financial decisions and pay less in taxes is rewarding, as it enables them to further their personal goals.
I didn’t initially intend to work in the financial planning and investment world. In fact, I studied secondary education in college. However, God has a way of guiding us where we are meant to be, and his path for me allows me to make difference in peoples’ lives at IAG.
As a trained educator, I see the value in learning from the past and applying what we have learned to help us make better decisions in the future. I like to think that the broader lessons we learn from each other benefit everyone we serve.
My wife, Sally, and I live in the non-bustling metropolis of Ixonia. We have three adopted children — one in high school, one in college, and one out on his own. I actively serve in our church, St. Matthew’s Lutheran Church in Oconomowoc, and at Lakeside Lutheran High School. In my spare time you will find me pop-up camping, biking on state trails, providing a home for rescued animals (including rats), and taking care of my 72-gallon fresh-water aquarium.
Financial Advisors
