Although you may primarily work with one advisor, we hope that you will entrust us all to help with your needs over time. As a team, we’re continuously working toward making your experience the best it can be. Please note a few of the IWA roles and responsibilities below. We encourage you to reach out to any one of these team members to help with specific needs.
Insurance Needs – email@example.com
Mark Holmertz, CFP®, CLU, CEBS
Although all of our advisors carry their insurance license, we have designated Mark Holmertz as our primary contact for all needs related to insurance. He’ll play an active role in determining the need, running quotes and issuing policies for all life, health, disability and long term care insurance.
Director of Client Services – firstname.lastname@example.org
Lori Petykowski/Chris Muender
As a team, Lori and Chris will help our clients as they open accounts, move money and make any necessary changes as it relates to your relationship with us. You will also hear from Lori or Chris when it’s time to schedule your investment review.
Senior Planner – email@example.com
Erika Bateman, CFP®
Please think of Erika as a second contact to your advisor, and reach out to her with any questions on your retirement or investment plan. Occasionally she’ll be present in, or run client meetings, as well as coordinate any follow up items from the meeting.