Our Team

  • Lori A. Watt | IAG Wealth Partners

    Lori A. Watt

    CFP®, Founder, President, and CEO

    In the early 1980s the term “financial planner” was barely recognized, and the opportunities for women had not yet been fully realized.

  • Christopher W. Mitchell | IAG Wealth Partners

    Christopher W. Mitchell

    CFP®, Managing Partner, Financial Advisor

    I have to credit my grandmother for getting me interested in investing. When I was a kid...

  • Scott D. Heins | IAG Wealth Partners

    Scott D. Heins

    CFP®, Partner, Chief Investment Officer

    What truly sets IAG Wealth Partners apart from other financial and wealth management firms is our spiritual commitment to honest...

  • Anne C. Sapienza | IAG Wealth Partners

    Anne C. Sapienza

    CRPC®, Partner, Financial Advisor

    From an early age, I was captivated by the stock market—thanks to my grandfather, a financial planner...

  • Tom Peterson | IAG Wealth Partners

    Thomas L. Peterson

    Partner, Financial Advisor

    Tom is a seasoned wealth advisor dedicated to guiding clients through the complexities of retirement planning.

  • Rusty J. Peterson | IAG Wealth Partners

    Rusty J. Peterson

    Partner, Wealth Consultant

    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...

  • Michael L. Kutz | IAG Wealth Partners

    Michael L. Kutz

    CRPC®, Financial Advisor

    As a financial advisor at IAG Wealth Partners, I’ve learned much through my relationships with clients; everything from...

  • Jayme L. Heineck | IAG Wealth Partners

    Jayme L. Heineck

    Financial Advisor

    The best part of being a Financial Advisor is the relationship that I build with my clients. I want to understand their fears...

  • Debra B. Melvin | IAG Wealth Partners

    Debra B. Melvin

    MBA, CDFA®, Financial Advisor

    Are you the financial decision maker in your household? Have you been through a BIG change in your life...

  • Jesse M. Sindorf | IAG Wealth Partners

    Jesse M. Sindorf

    CFP®, Financial Advisor

    At an early age, I always had a drive to save. I saved every dollar I earned and never spent a dime. As a kid, I would save to save.

  • Michael J. Koerner | IAG Wealth Partners

    Michael J. Koerner

    Financial Advisor

    Michael has been serving clients since 1998 helping them make decisions about their wealth management needs. As a former Architect...

  • Jason E. Ganiere | IAG Wealth Partners

    Jason E. Ganiere

    CFP®, Financial Advisor

    I am fortunate to have parents who have instilled in me the desire to serve others. I began working with clients as a financial advisor in 2013...

  • Kyle Bence | IAG Wealth Partners

    Kyle Bence

    Financial Advisor

    At the core of IAG Wealth Partners is a commitment to helping people achieve their dreams. I joined the team at IAG following a career...

  • Josh Oswald | IAG Wealth Partners

    Josh Oswald

    MBA, Financial Advisor

    At IAG Wealth Partners, we are dedicated to helping families build a strong financial foundation through trusted guidance...

  • Susan C. Kuhlenbeck | IAG Wealth Partners

    Susan C. Kuhlenbeck

    Legacy Partner

    IAG Wealth Partners is my extended family. There are individuals of different ages, skill sets, education, and interests who all bring something...

  • Jennifer Von Ruden | IAG Wealth Partners

    Jennifer Von Ruden

    Partner, Chief Compliance Officer

    IAG is an extension of my family. I am proud to work for an organization that truly cares about its employees and clients.

  • Cheryl Tesch | IAG Wealth Partners

    Cheryl Tesch

    Director of Marketing

    While IAG Wealth Partners (IAG) has grown tremendously over the years, it is gratifying to know...

  • Brad Carroll | IAG Wealth Partners

    Brad Carroll

    Director of Operations

    As the leader of the Operations Team, it is my responsibility to ensure every client receives the best experience possible.

  • Jennifer Von Ruden | IAG Wealth Partners

    Jennifer Von Ruden

    Partner, Chief Compliance Officer

    IAG is an extension of my family. I am proud to work for an organization that truly cares about its employees and clients.

  • Cheryl Tesch | IAG Wealth Partners

    Cheryl Tesch

    Director of Marketing

    While IAG Wealth Partners (IAG) has grown tremendously over the years, it is gratifying to know...

  • Brad Carroll | IAG Wealth Partners

    Brad Carroll

    Director of Operations

    As the leader of the Operations Team, it is my responsibility to ensure every client receives the best experience possible.

  • Mary Paul | IAG Wealth Partners

    Mary Paul

    LPL Registered Financial Operations Associate

    With IAG since: 2011 Phone: (608) 743-0251 Fax: (608) 752-3993 Email: mpaul@iagwealthpartners.com

  • Mike Kellen | IAG Wealth Partners

    Mike Kellen

    Assistant to the Chief Investment Officer

    With IAG since: 2012 Phone: (262) 446-8150 Fax: (262) 446-8135 Email: mkellen@iagwealthpartners.com

  • Dulce Fisher | IAG Wealth Partners

    Dulce Fisher

    Financial Operations Associate

    With IAG since: 2018 Phone: (262) 446-8150 Fax: (262) 446-8135 Email: dfisher@iagwealthpartners.com

  • Mandi Hawk | IAG Wealth Partners

    Mandi Hawk

    Financial Operations Associate

    With IAG since: 2019 Phone: (262) 446-8150 Fax: (262) 446-8135 Email: mhawk@iagwealthpartners.com

  • Sean Murphy | Financial Operations Associate | IAG

    Sean Murphy

    Financial Operations Associate

    With IAG since: 2020 Phone: (262) 446-8150 Fax: (262) 446-8135 Email: smurphy@iagwealthpartners.com

  • Lindsay Lavine | Financial Operations Associate | IAG

    Lindsay Lavine

    Financial Operations Associate

    With IAG since: 2022 Phone: (262) 446-8150 Fax: (262) 446-8135 Email: llavine@iagwealthpartners.com

  • Jesse Kutz | Investment Operations Associate | IAG

    Jesse Kutz

    Investment Operations Associate

    With IAG since: 2023 Phone: (262) 446-8150 Fax: (262) 446-8135 Email: jkutz@iagwealthpartners.com

  • Mark Wieselmann | IAG Wealth Partners

    Mark Wieselmann

    Investment Operations Associate

    With IAG since: 2023 Phone: (262) 446-8150 Fax: (262) 446-8135 Email: mwieselmann@iagwealthpartners.com

  • Jon Ewart | IAG Wealth Partners

    Jon Ewart

    Investment Operations Associate

    With IAG since: 2024 Phone: (262) 446-8150 Fax: (262) 446-8135 Email: jewart@iagwealthpartners.com

  • Jacob Martin | IAG Wealth Partners

    Jacob Martin

    Marketing Specialist

    With IAG since: 2024 Phone: (262) 288-0191 Fax: (262) 446-8135 Email: jmartin@iagwealthpartners.com

  • Jimmy Graef | IAG Wealth Partners

    Jimmy Graef

    Financial Operations Associate

    With IAG since: 2024 Phone: (262) 288-0122 Fax: (262) 446-8135 Email: jgraef@iagwealthpartners.com

  • Kiefer Baumbach | IAG Wealth Partners

    Kiefer Baumbach, WMCP®

    LPL Registered Financial Operations Associate

    With IAG since: 2024 Phone: (262) 446-8150 Fax: (262) 446-8135 Email: kbaumbach@iagwealthpartners.com

  • George Lobaton | IAG Wealth Partners

    George Lobaton

    Financial Operations Associate

    With IAG since: 2025 Phone: (262) 446-8150 Fax: (262) 446-8135 Email: globaton@iagwealthpartners.com

  • Canyen Dacquisto | IAG Wealth Partners

    Canyen Dacquisto

    Trading Specialist

    With IAG since: 2025 Phone: (262) 446-8150 Fax: (262) 446-8135 Email: cdacquisto@iagwealthpartners.com

  • Laura Ruhnke 2025

    Laura Ruhnke

    Client Relations Associate

    With IAG since: 2025 Phone: (262) 446-8150 Fax: (262) 446-8135 Email: lruhnke@iagwealthpartners.com