Advisor profile

Finding Balance. Building Freedom.

Welcome to StackStone Wealth. We are committed to understanding your financial goals and building a lasting partnership rooted in trust and clarity.

With guidance from our team, you can access our personalized financial planning approach at any of our locations in Illinois, Iowa, Massachusetts, Michigan, and Wisconsin as well as convenient virtual meetings. Here’s how we personalize our services:

  • Tailor financial planning guidance and strategies that reflect your goals
  • Offer investment management and solutions to fit your financial planning needs
  • Meet with you to review progress and adjust as needed
  • Share timely insights through client events, newsletters, and market updates

At StackStone Wealth, our mission is to work alongside you to bring clarity, reduce stress, and make financial planning feel more approachable.

26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Consulting on potential benefits and risks of IRA rollovers
  • Women's Financial Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Investment Management
  • Tax Planning Strategies

Awards & recognition

  • StackStone Wealth, Forbes Best-in-State Wealth Management Teams, 2023-2025
  • StackStone Wealth, Ameriprise Client Experience Award, 2020, 2022

Interests

Whenever I can I spend my time outdoors. enjoying my gardens, my dogs and whatever place I happen to be. Oftentimes that place is at my parents or my sister's in Rockford, Michigan. Tracey and her family live on a lake and made room for us to park our RV; it is my favorite campsite as it's a great place to relax around the campfire, fish and allow the dogs free reign for swimming.

I enjoy travel both domestic and international. I have spent time in 37 of the 50 States and look forward to visiting the rest as well as going back to favorites such as Florida, Hawaii, Michigan and Vermont. One of my truly favorite places is Walt Disney World!

My photos

1 albums
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