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

Scott Leibfried

ChFC®, APMA

Private Wealth Advisor

Chief Executive Officer of StackStone Wealth
Learn more about Scott Leibfried

Jay Woerdeman

CFP®, CLTC®

Private Wealth Advisor

Chief Executive Officer of StackStone Wealth
Learn more about Jay Woerdeman

April Blasen

CFP®, APMA

Financial Advisor

Learn more about April Blasen

Justin Embree

Financial Advisor

Learn more about Justin Embree

Joe Leibfried

CFP®, CRPC, APMA

Financial Advisor

President of StackStone Wealth
Learn more about Joe Leibfried

Gary Rowan

CRPC, APMA

Financial Advisor

Learn more about Gary Rowan

Alysia Harrick

APMA

Financial Advisor

Business Development Director
Learn more about Alysia Harrick

Geoffrey Morrissey

Financial Advisor

Learn more about Geoffrey Morrissey

Logan Ben

CFP®, APMA

Financial Advisor

Financial Planning Specialist
Learn more about Logan Ben

Mark Frederick

MBA, AAMS, CRPC, APMA, CEP®

Private Wealth Advisor

Learn more about Mark Frederick

Steven McDonough

Financial Advisor

Learn more about Steven McDonough

Rick J Winslow

CFP®, APMA, CEPA®

Financial Advisor

Financial Planning Analyst
Learn more about Rick J Winslow

DeAnna Brown

APMA

Financial Advisor

Learn more about DeAnna Brown

Ryan Keating

CFP®, APMA

Financial Advisor

Learn more about Ryan Keating

Steven Healey

Financial Advisor

Learn more about Steven Healey

Greg Johns

AIF®, APMA

Financial Advisor

Investment Manager
Learn more about Greg Johns

Conner Krantz

APMA

Financial Advisor

Learn more about Conner Krantz


Our team

Tara Staner

Tara 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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Nicole Manzo

Nicole Manzo

Operations Director,

Chief Operating Officer of StackStone Wealth

Roles & Responsibilities

  • Kingston, MA office - Manage and organize daily business operations, analyze client data, complete follow up from client meetings per direction of the advisor
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Stacey Willenbring

Stacey 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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Kelly Schwigel

Kelly Schwigel

Paraplanner,

Client Relationship Manager

Qualifications

  • APMA™

  • Series 7

  • Series 66

  • Life, Accident, & Health Insurance with Variable Life /Variable Annuity in IA, IL, FL & WI

Roles & Responsibilities

  • Lake Geneva, WI office - Meeting with & providing premium client service, processing of transactions and necessary paperwork within client accounts, office organization
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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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Susan Sullivan

Susan Sullivan

Paraplanner

Qualifications

  • Series 7

  • Series 63

Roles & Responsibilities

  • Process transactions, assist client needs, and complete follow up from client meetings
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Lisa Eilers

Lisa Eilers

Practice Manager,

Chief Financial Officer of StackStone Wealth

Qualifications

  • Series 6

  • Series 7

  • Series 63

Roles & Responsibilities

  • Kingston, MA office - Manage practice financials, recommendations/trading in accounts, estate settlement claims and advisor licensing
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Megan Brunsmann

Megan 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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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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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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Tiffany Stietz

Tiffany Stietz

Marketing Manager

Qualifications

  • Bachelor's Degree - Winona State University

Roles & Responsibilities

  • Dubuque, IA office - Develop and implement annual marketing plan, plan seminars and events, coordinate social media and advertising
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Carly Pfeiffer

Carly Pfeiffer

Executive Assistant

Roles & Responsibilities

  • Dubuque, IA office - Manage incoming calls, Support financial advisors and Operations Team, schedule client meetings
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Kate Corry

Kate Corry

Client Relationship Manager

Roles & Responsibilities

  • Kingston, MA office - Meeting with & providing premium client service, processing of transactions and necessary paperwork within client accounts
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Stacey McNeil

Stacey McNeil

Financial Planning Specialist

Roles & Responsibilities

  • Kingston, MA office - Manage, gather and analyze client data, complete follow up from client meetings per direction of the advisor
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Lauren Scopa

Lauren Scopa

Receptionist

Roles & Responsibilities

  • Kingston, MA office - Manage incoming calls, schedule client meetings, reminder contacts, and client paperwork
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Kate Embree

Kate Embree

Client Relationship Manager

Roles & Responsibilities

  • Hyannis, MA office - Meeting with & providing premium client service, processing of transactions and necessary paperwork within client accounts, office organization
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Melissa Reed

Melissa Reed

Client Relationship Manager

Roles & Responsibilities

  • Edgartown, MA office - Meeting with & providing premium client service, processing of transactions and necessary paperwork within client accounts, office organization
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Aiden Dunne

Aiden Dunne

Financial Planning Specialist

Roles & Responsibilities

  • Dubuque, IA office - Supports advisors by preparing financial plans, researching investments, and creating client-ready reports and materials
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Hannah Fangmann

Hannah Fangmann

Financial Planning Specialist

Roles & Responsibilities

  • Dubuque, IA office - Supports advisors by preparing financial plans, researching investments, and creating client-ready reports and materials
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