The Team
StackStone Wealth
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and strategies like tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Gary Rowan

Gary Rowan

Financial Advisor

More about me...

Contact

gary.l.rowan@ampf.com

563.556.7132

Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Small Business

Education

University of Iowa, Iowa City, IA, B.B.A., 1992, Finance

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Terry Belken

Terry Belken

Financial Advisor

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Contact

terry.j.belken@ampf.com

563.556.7132

Designations

CFP®, CMFC®, AWMA®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Insurance
  • Investments

Education

Bachelors Degree in Business Administration, Clarke University, Dubuque, IA

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Joe Leibfried

Joe Leibfried

Financial Advisor

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Contact

joseph.leibfried@ampf.com

563.556.7132

Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Insurance

Education

Bachelors Degree in Finance, 2012 The University of Iowa, Iowa City, IA

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Lori Rowan

Lori Rowan

Financial Advisor

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Contact

lori.rowan@ampf.com

563.556.7132

Designations

CRPS®

Top Areas of Focus

  • Insurance

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Kole Wagner

Kole Wagner

Financial Advisor

Our Staff

Tara Staner

Tara Staner

Paraplanner
Operations Director
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Qualifications

  • Series 7
  • Series 63
  • Life Insurance
  • Accident & Health Insurance
  • Variable Life & Variable Annuity
  • Associate Degree in Business Management
  • Tenure: 18 years
Connie Leibfried

Connie Leibfried

Practice Manager
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Qualifications

  • Bachelor Degree in Business Management
  • Tenure: 15 years
Stacey Willenbring

Stacey Willenbring

Paraplanner
Client Service Manager
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Qualifications

  • Series 7
  • Associate of Arts Degree
  • Tenure: 11 years

Roles & Responsibilities

  • Paraplanner
Megan K Brunsmann

Megan K Brunsmann

Client Service Specialist