Jenny Bartz

Financial Advisor

  • With IAG since: 1998
  • Personal: Family, boating, and genealogy, church activities

The importance of faith, family, and friends in one’s life cannot be overstated. As we get to know our clients, we can see the value they place on their faith to guide them, family to give and receive nurturing, and friends to make life sweeter!

Having a team of financial professionals to help our clients through their life journeys is key for them. They want to be financially able to provide for their children as they grow and learn, and to be able to benefit grandchildren and perhaps even future generations. They want to be able to have savings to use for time spent with friends as they socialize, travel, and otherwise enjoy their life interests. And finally, they may consider charitable giving to church and other areas of need that they look to support to make our world a better place. IAG can help with these goals!

I consider myself fortunate to be a member of the team of advisors at IAG. I have served clients here for over 21 years and regard it as a great privilege to do so. Over the years I have been fortunate to build wonderful and lasting relationships with our clients, and also with outside professional partners who serve the same clients, but in their roles as attorneys and CPAs.

Our clients deserve to work with professionals who are honest, knowledgeable, and have only the clients’ best interests in mind. We take this very seriously as we provide financial planning and investment advice through the different stages of people’s lives. Everybody has their own story and their own dreams. We want to help our clients by carefully listening, planning, and advising in a customized fashion.

Jenny lives in Nashotah with Jim, her husband of 40+ years. They have 3 sons and 5 grandchildren. Their family enjoys camping, boating and waterskiing, and sharing precious time together. Jenny plays coed volleyball and enjoys researching family genealogy. She teaches a 5th grade religious education class at her church. Jenny holds a BA degree from UWM, as well as her Series 7 and 66 securities registrations held through LPL Financial.