Scott D. Heins, CFP®, Partner

Chief Investment Officer

  • With IAG since: 1999
  • Professional Certifications: Certified Financial Planner
  • Personal: Family and family activities, animals, camping, and travel

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 mine led me to a career at IAG. Now I can’t imagine being happier working anywhere else.

Every day I learn something new from my clients and their experiences. Missteps along life’s journey are simply opportunities to travel a new path. I thrive on these kinds of challenges and the pursuit of new ways to approach them. 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.

Scott has been married to his wife Sally, since 1994. They are happily raising three adopted children, one rescued dog and two rescued cats. Scott has served on the WELS Pension Commission and the Wisconsin Lutheran College Endowment Committee, and remains active in his church, St. Matthew’s Lutheran Church in Oconomowoc. Scott has also been honored on Milwaukee Magazine’s “Five Star: Wealth Manager” list for 2014 & 2015*.

Scott D. Heins, CFP®, Partner's Video Bio

*2014 & 2015 award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.