IAG Wealth Partners

Jayme Heineck was working part-time as a waitress when she met Lori Watt, the founder of IAG Wealth Partners. Heineck, a recent mother of twins, mentioned that she was taking investment classes on the side. When she was getting close to graduating, Watt suggested coming to IAG to meet with her. That led to a part-time job, then a full-time one, and now Heineck is one of the financial advisors that makes up IAG.

“We have a phenomenal team here,” Heineck says. “We’re all working together to help each other, and ultimately our clients.”

Founded in 1985, IAG is a premier financial planning firm in Southeastern Wisconsin. The firm’s advisors provide customized financial plans for clients, including working toward retirement, creating tax-efficient income plans, setting aside money for philanthropy and other goals.

“Every advisor here works exceptionally hard for their clients,” says Debra Melvin, who joined the team as an advisor 10 years ago after interning for IAG through college.

She is a certified divorce financial analyst and specializes in helping women work through the financial realities of a separation. “Divorce is a big change and can be a very challenging time. I’m dedicated to helping women make educated decisions as they go through the divorce process so they can move forward in their financial futures with confidence and clarity.”

IAG offers a full suite of financial services, while also tailoring the experience to each client’s personalized needs. Michael Koerner was an advisor at another firm for 15 years and wasn’t happy with the direction the company was headed. He spoke with Watt and others at IAG about the possibility of joining them and was quickly convinced.

“They were the only firm I found that wasn’t just interested in what assets I could bring to the table,” he says. “They wanted to know about my family, my values. It was actually about serving the client, not just hitting numbers.”