Bio

Lori Watt is President and Founder of Investors Advisory Group (IAG). She is one of a select few planners who specialize in advanced financial planning techniques. Lori is a co-author of “The Black Book of Personal Finance”, published in October 2005. She has been honored on Milwaukee Magazine’s “Five Star: Best in Client Satisfaction” list for 2013 and 2015.

Lori and her husband reside in Hartland, WI, and are active members of their community and church. She has three children and five grandchildren. She enjoys running, golfing and traveling.