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
Timothy Breitfelder, Financial Advisor serving the Dubuque, IA area - Ameriprise Advisors

Timothy Breitfelder

MBA, CFP®, APMA®

Financial Advisor

Investment Manager
Learn more about Timothy Breitfelder
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
Terry Belken, Financial Advisor serving the Dubuque, IA area - Ameriprise Advisors

Terry Belken

CFP®, CMFC®, AWMA®, APMA®

Financial Advisor

Investment Manager
Learn more about Terry Belken
Logan Ben, Financial Advisor serving the Dubuque, IA area - Ameriprise Advisors

Logan Ben

CFP®, APMA®

Financial Advisor

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
Kole Wagner, Financial Advisor serving the Dubuque, IA area - Ameriprise Advisors

Kole Wagner

Financial Advisor

Business Development Specialist
Learn more about Kole Wagner
Alysia Harrick, Financial Advisor serving the Dubuque, IA area - Ameriprise Advisors

Alysia Harrick

APMA®

Financial Advisor

Learn more about Alysia Harrick

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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Pamela DeCastris

Pamela DeCastris

Client Service Specialist

Qualifications

  • Associate Degree of Applied Science in Business Administration - Rock Valley College

Roles & Responsibilities

  • Rockford, IL & Lake Geneva, WI Offices - Manage client calls, schedule meetings, paperwork, new client setup, deposit incoming checks, manage reception area, and assist with estate settlements.
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Ryan Keating

Ryan Keating

Intern

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 appointments, reminder contacts, and greet clients upon arrival to our office.
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Christine Kalb

Christine Kalb

Intern,

Marketing Specialist

Personal Intro

Christine is currently a sophomore at the University of Dubuque, double-majoring in business administration and marketing. She has swam competitively her whole life and enjoys teaching swim lessons in her free time, along with spending time outdoors and travelling.

Roles & Responsibilities

  • Assist the Marketing Department with advertising, event planning, social media content, email campaigns and more!
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