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Team photo for StackStone Wealth
Team photo for StackStone Wealth

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Advisors

Advisor photo for Logan Ben

Logan Ben

CFP®, APMA®

Financial Advisor

Financial Planning Specialist
Visit Logan Ben's website
Advisor photo for April Blasen

April Blasen

CFP®, BFA™, APMA®

Financial Advisor

Visit April Blasen's website
Advisor photo for DeAnna Brown

DeAnna Brown

APMA®

Financial Advisor

Visit DeAnna Brown's website
Advisor photo for Aiden Dunne

Aiden Dunne

APMA®

Financial Advisor

Visit Aiden Dunne's website
Advisor photo for Hannah Fangmann

Hannah Fangmann

APMA®

Financial Advisor

Visit Hannah Fangmann's website
Advisor photo for Mark Frederick

Mark Frederick

MBA, AAMS®, CRPC™, APMA®, CEP®

Private Wealth Advisor

Visit Mark Frederick's website
Advisor photo for Alysia Harrick

Alysia Harrick

APMA®

Financial Advisor

Business Development Director
Visit Alysia Harrick's website
Advisor photo for Greg Johns

Greg Johns

AIF®

Financial Advisor

Investment Manager
Visit Greg Johns's website
Advisor photo for Ryan Keating

Ryan Keating

CFP®, APMA®

Financial Advisor

Visit Ryan Keating's website
Advisor photo for Conner Krantz

Conner Krantz

APMA®

Financial Advisor

Visit Conner Krantz's website
Advisor photo for Joe Leibfried

Joe Leibfried

CFP®

Financial Advisor

President of StackStone Wealth
Visit Joe Leibfried's website
Advisor photo for Scott Leibfried

Scott Leibfried

ChFC®, APMA®

Private Wealth Advisor

Chief Executive Officer of StackStone Wealth
Visit Scott Leibfried's website
Advisor photo for Steven McDonough

Steven McDonough

APMA®

Financial Advisor

Visit Steven McDonough's website
Advisor photo for Gary Rowan

Gary Rowan

CRPC™, APMA®

Financial Advisor

Visit Gary Rowan's website
Advisor photo for Nick Splinter

Nick Splinter

Financial Advisor

Visit Nick Splinter's website
Advisor photo for Rick J Winslow

Rick J Winslow

CFP®, APMA®, CEPA®

Financial Advisor

Visit Rick J Winslow's website


Team

Brittany Glendenning

Brittany Glendenning

Paraplanner

Qualifications

  • Bachelors Degree - Columbia College 2018
  • Series 66
  • Series 7

Roles & Responsibilities

  • Dubuque, IA office - Manage, gather and analyze client data, complete follow up from client meetings per direction of the Advisor, work with clients to resolve issues, paperwork, & securities trading
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Carly Pfeiffer

Carly Pfeiffer

Executive Assistant

Roles & Responsibilities

  • Dubuque, IA office - Manage incoming calls, Support financial advisors and Operations Team, schedule client meetings
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Christy Maiers

Christy Maiers

Client Service Specialist

Qualifications

  • Certified Medical Assistant - Northeast Iowa Community College, 2014

Roles & Responsibilities

  • Dubuque, IA office - Manage incoming calls, schedule client meetings, reminder contacts, and client paperwork
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Kelly Schwigel

Kelly Schwigel

Paraplanner,

Client Relationship Manager

Qualifications

  • Series 7

  • Series 66

  • Life, Accident, & Health Insurance with Variable Life /Variable Annuity in IA, IL, FL & WI

Roles & Responsibilities

  • Lake Geneva, WI office - Meeting with & providing premium client service, processing of transactions and necessary paperwork within client accounts, office organization
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Megan Brunsmann

Megan Brunsmann

Client Service Specialist

Roles & Responsibilities

  • Dubuque, IA office - Schedule client and team related meetings, handle incoming calls, client paperwork, and assist with marketing and events
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Sarah Helle

Sarah Helle

Client Service Specialist

Qualifications

  • Bachelor's Degree - Clarke University

Roles & Responsibilities

  • Dubuque, IA office - Manage incoming calls, schedule client meetings, reminder contacts, and client paperwork
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Stacey Willenbring

Stacey Willenbring

Paraplanner,

Client Service Manager

Qualifications

  • Series 7
  • Series 66
  • Life, Accident, & Health Insurance with Variable Life / Variable Annuity in IA, IL, & WI

Roles & Responsibilities

  • Dubuque, IA office - Manage necessary paperwork, trading in accounts, client account service requests, and advisor licensing
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Susan Sullivan

Susan Sullivan

Paraplanner

Qualifications

  • Series 7

  • Series 63

Roles & Responsibilities

  • Process transactions, assist client needs, and complete follow up from client meetings
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Tara Staner

Tara Staner

Paraplanner,

Operations Director

Qualifications

  • Series 7
  • Series 63
  • Life, Accident & Health Insurance with Variable Life / Variable Annuity in IA, IL, & WI

Roles & Responsibilities

  • Dubuque, IA office - Manage and organize daily business operations, process transactions and estate settlement claims, and provide client service support
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Tiffany Stietz

Tiffany Stietz

Marketing Manager

Qualifications

  • Bachelor's Degree - Winona State University

Roles & Responsibilities

  • Dubuque, IA office - Develop and implement annual marketing plan, plan seminars and events, coordinate social media and advertising
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