Team profile

Planning for a confident retirement

 We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Insurance

Awards & recognition

  • StackStone Wealth, Ameriprise Client Experience Award, 2020
  • Scott Leibfried, Ameriprise Chairman's Advisory Council, 2021
  • Scott Leibfried, Forbes Best-in-State Wealth Advisors, 2019-2021
  • Joe Leibfried, Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Scott Leibfried, Ameriprise Circle of Success, 2020
  • Scott Leibfried, Financial Times 400 Top Financial Advisers, 2017

Community participation

Like our clients, our team believes in family, friends and community. Here is a partial list of some of the community organizations that we support:

Special Olympics of Iowa

American Heart Association

100+ Men Who Care -Tri-State Chapter

Opening Doors-Maria House & Theresa Shelter

Dubuque Optimist