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



Our advisors

Advisor photo for Scott Leibfried

Scott Leibfried

ChFC®, APMA

Private Wealth Advisor

Chief Executive Officer of StackStone Wealth
Learn more about Scott Leibfried
Advisor photo for Joe Leibfried

Joe Leibfried

CFP®, CRPC, APMA

Financial Advisor

President of StackStone Wealth
Learn more about Joe Leibfried
Advisor photo for Gary Rowan

Gary Rowan

CRPC, APMA

Financial Advisor

Learn more about Gary Rowan
Advisor photo for Mark Frederick

Mark Frederick

MBA, AAMS, CRPC, APMA, CEP®

Private Wealth Advisor

Learn more about Mark Frederick
Advisor photo for Kirk Osborne

Kirk Osborne

CFP®

Private Wealth Advisor

Learn more about Kirk Osborne
Advisor photo for Rick J Winslow

Rick J Winslow

CFP®, APMA, CEPA®

Financial Advisor

Financial Planning Analyst
Learn more about Rick J Winslow
Advisor photo for April Blasen

April Blasen

CFP®, APMA

Financial Advisor

Learn more about April Blasen
Advisor photo for DeAnna Brown

DeAnna Brown

APMA

Financial Advisor

Learn more about DeAnna Brown
Advisor photo for Logan Ben

Logan Ben

CFP®, APMA

Financial Advisor

Financial Planning Specialist
Learn more about Logan Ben
Advisor photo for Kelly Schwigel

Kelly Schwigel

APMA

Financial Advisor

Learn more about Kelly Schwigel
Advisor photo for Alysia Harrick

Alysia Harrick

APMA

Financial Advisor

Business Development Director
Learn more about Alysia Harrick
Advisor photo for Greg Johns

Greg Johns

AIF®, APMA

Financial Advisor

Investment Manager
Learn more about Greg Johns
Advisor photo for Ryan Keating

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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Tiffany Stietz

Tiffany Stietz

Marketing Manager

Qualifications

  • Bachelor's Degree - Winona State University

Roles & Responsibilities

  • Develop and implement annual marketing plan
  • Plan seminars and client appreciation events
  • Coordinate social media and advertising
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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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