At our core, IAG Wealth Partners is a family helping other families. My clients’ love of life and dedication to taking care of their families, no matter what, inspires me daily.  What I am known for is partnering with our clients to plan for the best, prepare for the worst and be a steward of their dreams.

Working at IAG, I have come to appreciate the value of an organization that truly cares about building, maintaining, and nurturing deeper client relationships—something many firms neglect.  As an independent firm, IAG is not beholden to any company telling us what to sell to our clients or how to do so.  We act in a fiduciary capacity, which aligns our interests with our clients’. We create a custom plan and custom portfolio, grounded in our Statement of Faith and commitment to our client’s goals and dreams.

What’s more, IAG will be around for the long haul.   My legacy is to ensure that IAG Wealth Partners, LLC will be around to help my clients for generations.

I live in Oconomowoc, enjoy playing golf, a glass of wine, and a good movie. I lead a monthly Kingdom Advisors study group at the IAG offices in Waukesha. Kingdom Advisors is a group of Christian financial advisors that are not affiliated with IAG Wealth Partners, LLC or LPL Financial.