With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Our advisors

Scott Leibfried, Private Wealth Advisor serving the Dubuque, IA area - Ameriprise Advisors

Scott Leibfried

ChFC®, APMA

Private Wealth Advisor

Chief Executive Officer of StackStone Wealth
Learn more about Scott Leibfried
Joe Leibfried, Financial Advisor serving the Dubuque, IA area - Ameriprise Advisors

Joe Leibfried

CFP®, CRPC, APMA

Financial Advisor

President of StackStone Wealth
Learn more about Joe Leibfried
Gary Rowan, Financial Advisor serving the Dubuque, IA area - Ameriprise Advisors

Gary Rowan

CRPC, APMA

Financial Advisor

Learn more about Gary Rowan
Mark Frederick, Private Wealth Advisor serving the Dubuque, IA area - Ameriprise Advisors

Mark Frederick

MBA, AAMS, CRPC, APMA, CEP®

Private Wealth Advisor

Learn more about Mark Frederick
Kirk Osborne, Private Wealth Advisor serving the Dubuque, IA area - Ameriprise Advisors

Kirk Osborne

CFP®

Private Wealth Advisor

Learn more about Kirk Osborne
Rick J Winslow, Financial Advisor serving the Dubuque, IA area - Ameriprise Advisors

Rick J Winslow

CFP®, APMA

Financial Advisor

Financial Planning Analyst
Learn more about Rick J Winslow
April Blasen, Financial Advisor serving the Dubuque, IA area - Ameriprise Advisors

April Blasen

APMA, CFP®

Financial Advisor

Learn more about April Blasen
DeAnna Brown, Financial Advisor serving the Dubuque, IA area - Ameriprise Advisors

DeAnna Brown

APMA

Financial Advisor

Learn more about DeAnna Brown
Logan Ben, Financial Advisor serving the Dubuque, IA area - Ameriprise Advisors

Logan Ben

CFP®, APMA

Financial Advisor

Financial Planning Specialist
Learn more about Logan Ben
Kelly Schwigel, Financial Advisor serving the Dubuque, IA area - Ameriprise Advisors

Kelly Schwigel

APMA

Financial Advisor

Learn more about Kelly Schwigel
Alysia Harrick, Financial Advisor serving the Dubuque, IA area - Ameriprise Advisors

Alysia Harrick

APMA

Financial Advisor

Business Development Director
Learn more about Alysia Harrick
Ryan Keating, Financial Advisor serving the Dubuque, IA area - Ameriprise Advisors

Ryan Keating

APMA

Financial Advisor

Learn more about Ryan Keating


Our team

Tara L Staner

Tara L 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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Stacey A Willenbring

Stacey A 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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Megan K Brunsmann

Megan K 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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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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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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Carly Pfeiffer

Carly Pfeiffer

Client Service Specialist

Roles & Responsibilities

  • Dubuque, IA Office - Greet clients upon arrival to our office, manage incoming calls, schedule client meetings, reminder contacts, and client paperwork.
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