May IAG Grapevine

Jennifer Von Ruden assumed responsibilities as IAG’s Chief Compliance Officer on April 1 and also joined as a partner in our firm. Anne Sapienza and her fiancé, Tim Johnson, are planning a small wedding on September 24, 2022. Tom Peterson’s son, Gabe, graduated from Marquette High School and plans to attend the University of North…

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Welcome, Kyle!

Kyle Bence joined your IAG team on January 17 and will be working primarily with Lori Watt’s clients. His plans include learning the financial planning process, passing the required regulatory exams, and becoming a financial advisor. His primary goal is to serve others while listening carefully. This served him well in his previous role as…

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Older Americans: Growing Targets of Financial Fraud

America’s older generations grew up in a different world where it was customary to be courteous and trusting. Unfortunately, these exemplary standards of conduct could get some individuals into trouble. Con artists bank on the willingness of older Americans to trust in a variety of too-good-to-be-true investment “deals.” Therefore, many people already experiencing financial difficulties…

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CHRISTOPHER W. MITCHELL, CFP® RECOGNIZED IN FORBES AS A 2022 BEST-IN-STATE WEALTH ADVISOR

Chris Mitchell of IAG Wealth Partners, LLC was recently ranked No. 61 in WI in the 2022 Best-In-State Wealth Advisors list published by Forbes. This is the fourth consecutive year he has made the statewide ranking. According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK…

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