IPI Wealth Management expands ownership team with two new partners

QUINCY — IPI Wealth Management announced July 1 the addition of Kent Stegeman and Brad Henry as partners of the firm.

They will join current partners John Lavery, Chris Mackenzie and Garrick Batley in leading the firm’s mission to provide wealth management services.

Stegeman joined IPI Wealth Management in 2021 after a 28-year tenure as CFO for a local life insurance company. He brings experience in customer service and portfolio management. He works for IPI as a registered investment advisor and licensed insurance agent.

Henry joined IPI Wealth Management in 2022, bringing nearly 17 years of experience from a local manufacturing and construction company. He held various executive roles overseeing business development, sales and quality. He works for IPI as director of operations.

In a press release, Lavery, managing partner of IPI Wealth management, said, “We are excited to welcome Kent Stegeman and Brad Henry as partners. Their expertise and vision will play a crucial role in driving our firm’s growth and ensuring we continue to meet the evolving needs of our clients.”

Batley, a partner of IPI Wealth Management, added, “IPI Wealth Management has always been dedicated to fostering a collaborative and forward-thinking environment. The addition of Kent and Brad to our ownership group underscores our commitment to excellence and our continuous efforts to provide financial planning that positively impacts the lives of our clients. Their leadership will undoubtedly contribute to the ongoing success and growth of IPI Wealth Management.”

Franklin-Lavery and Associates, Inc., the predecessor of IPI Wealth Management, was founded in January 1989 by Kirk Franklin and Mike Lavery. Leveraging their extensive banking experience, they entered the investment business to expand the services offered to their clients. Mike Lavery’s son, John Lavery, joined the firm in 1994, bringing a background in public accounting. Chris Mackenzie came on board in 2000 after a distinguished career in the military and with a major corporation.

Franklin retired in 2002 and Mike Lavery retired in 2011. Mackenzie Lavery Investments, Inc. (IPI Wealth Management) has continued to grow and now serves clients across 26 states and manages more than $500 million in assets. For more information, visit www.ipiquincy.com.