MEET MORE OF OUR 2025 WOMEN OF DISTINCTION
Founded by Lori Watt in 1985, IAG Wealth Partners has grown into a financial planning and wealth management firm whose team spans many specialties, including retirement, widowhood and divorce.
“That sets us apart. We’re not a solo office,” says Watt. “We can tap into each other’s expertise. Women make excellent financial advisors – we have compassion and empathy, strong listening skills and attention to detail.”
Every client at IAG benefits from not just their advisor, but the breadth of experience and expertise the entire team brings to bear. “Helping people see their financial plan and feel confident to retire or move forward with a big purchase motivates me,” says advisor Jayme Heineck.
Financial advisor and partner Anne Sapienza most appreciates “when I’m meeting with someone and see the look of relief on their face. A burden has been lifted, and they feel assured about a strategy or path we’ve created,” she says. “Regardless of a client’s account size, they get the same level of care and service.”
“With seven partners and a strong succession plan in place, we are able to see a bright future,” says Watt. “My focus is building out our structure to help our third generation of advisors grow and develop their leadership skills, so they can carry IAG Wealth Partners into the next generation.”
“Women make excellent financial advisors – we have compassion and empathy, strong listening skills and attention to detail.”
– Lori Watt
Q&A
What led you to your field?
Jennifer Von Ruden: My parents shaped my mindset about money, not as something to spend quickly but a tool to secure a future.
Lori A. Watt: The more I learned about challenges people face in their financial lives, the more I realized I could see value in helping guide those decisions.
What are some achievements you’re proud of?
Jayme Heineck: I started in an operations role, then became a junior advisor to a regular advisor. Each step was purposeful and helped me grow into the next position. I love helping people with budgets, to see where they’re spending and could be saving.
Anne Sapienza: Serving multiple generations of the same family. I’m on the fourth generation of a few of these families that I work with.
