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

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

Mark Frederick

MBA, AAMS, CRPC, APMA, CEP®

Private Wealth Advisor

Learn more about Mark Frederick

Rick J Winslow

CFP®, APMA, CEPA®

Financial Advisor

Financial Planning Analyst
Learn more about Rick J Winslow

April Blasen

CFP®, APMA

Financial Advisor

Learn more about April Blasen

DeAnna Brown

APMA

Financial Advisor

Learn more about DeAnna Brown

Logan Ben

CFP®, APMA

Financial Advisor

Financial Planning Specialist
Learn more about Logan Ben

Alysia Harrick

APMA

Financial Advisor

Business Development Director
Learn more about Alysia Harrick

Greg Johns

APMA

Financial Advisor

Investment Manager
Learn more about Greg Johns

Ryan Keating

CFP®, APMA

Financial Advisor

Learn more about Ryan Keating


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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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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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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Conner Krantz

Conner Krantz

Financial Planning Specialist

Qualifications

  • Series 6

  • Series 63

Roles & Responsibilities

  • Dubuque, IA office - Assist advisors in servicing clients and preparing financial planning deliverables. Prepare financial documents and reports for client meetings.
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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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