They bring the same “go deep” mantra to their clients: “We do holistic financial planning, which means we counsel them in every aspect of their lives, including working with second- and third-generation families,” says Kuhlenbeck.
“Our encouraging reminder to each other is to keep pedaling.” – Lori Watt and Susan Kuhlenbeck, IAG Wealth Partners
Q&A with Lori Watt & Susan Kuhlenbeck
How are you a force within your community?
Watt: “The world is full of opportunity. It’s especially important to me that we help guide our young people through many of life’s uncertainties. The more we, as successful adults, can inspire and encourage them by setting positive examples in our communities, the more gratifying it is to know that I can make a difference in developing strong, independent leaders for the future.”
Kuhlenbeck: “Our partnership has extended far beyond the walls of IAG. Throughout the years, we have served on multiple community and charitable boards, encouraged members of our team in their charitable and community endeavors, and collectively have raised money for causes that are near and dear to our hearts.”
What is your life purpose?
Watt: “To live a life that is continually strengthening my faith, my family and my business, so that I can influence and guide others to achieve all that God has planned for them.”
Kuhlenbeck: “To be a servant leader in all areas of my life and to make a positive difference in the lives of others. To empower others to have the confidence to fulfill their passions and achieve their dreams.”