Lori Watt, CFP® - Lori is the Founder and President of Investors Advisory Group. She has over 30 years of financial planning experience, and has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1982. She has a wealth of knowledge in all areas of financial planning, but her specialties are tax and estate planning issues for small business owners.\r\n Lori started Investors Advisory Group in 1985 to provide comprehensive wealth management to high income\/net worth individuals in all areas of their financial lives. Through the years, the firm has grown to include 22 advisors and support staff, dedicated to guiding clients in making sound wealth management decisions throughout the stages of their lives.\r\n Lori has been named one of the top-ranked financial advisors in America by Research Magazine, being named to the Winner’s Circle®, an award recognizing the most outstanding financial advisors in the industry based on superior performance in money management, client service and business building, philanthropic activities, and acknowledged peer recognition and respect. For the last several years, she has been named to Milwaukee Magazine’s “Best in Client Satisfaction. She has also co-authored The Black Book on Personal Finance and has made regular appearances on local television programs discussing various topics of interest in financial planning. Lori has lectured to attorneys, accountants, large corporations, other financial advisors and the general public.\r\n
Like what you see? Make sure you're getting it all
Employee Benefit Adviser is the information resource for employee benefit advisers, brokers, agents and consultants.