Helping individuals and families optimize wealth since 1993.
Get to know our team and the specific ways each of us can personally help you achieve your goals.
“I found out long ago that ‘true wealth’ can be found by celebrating what we already have, honoring our commitments, and helping those who need it most.”
As company founder and President, I focus on the long-term vision and strategy of our business. I am our team's lead advisor, overseeing investment research and money management solutions. Additionally I help develop and nurture client relationships and am passionate about community and charitable endeavors.
After I graduated from college, I had the unique opportunity to start the company as an independent advisor and have been doing it ever since. Over the years, we have added different staff to help serve our clients and allowed me the opportunity to follow my passions.
Working at a small sundry and drug store near my home. The owners were the parents of my good friend and we had an awesome time. I learned time management, discipline, the value of hard work and serving others, and that you need to rotate the candy to keep it fresh.
Hands down, it’s Italian Christmas dinner with my extended family. The seemingly endless food is amazing, and it is the one time a year when I get to spend time with almost everyone. I’m kind of a one-trick pony, but I can make some mean spaghetti sauce.
The coolest “boom box” ever. Lots of lawn mowing was done to get it.
“Sweet Talkin’ Woman” by ELO (Electric Light Orchestra). Why? Because it’s awesome, that’s why.
Helping people identify the things which are the most meaningful in their life and building a plan around being truly dedicated to those things.
One early afternoon when I was in Haiti staying with the Missionaries of Charity Sisters, many people started lining up outside the gates of our building. As I looked around, there were stations being set up with different kinds of food - rice, meat, etc. When I asked what was going on, they said that once a month people can come in and get food. I asked if I could help and was able to take part in the process. Many of these people lived permanently in tents (or less), had severe wounds and other afflictions, etc.. It is something I will never forget.
“If you can’t feed one hundred people, then just feed one.” - Mother Teresa
“Our financial planning tools help provide clarity in the decision-making process for retirement, education planning, and taxes. It’s a gratifying day when we can help families navigate big life events.”
I’m a primary point of contact for our clients, providing financial advice and planning recommendations. I take the lead role in client meetings, manage portfolios and am the liaison to our institutional partners. My skills and expertise allow me the ability to assist clients on a wide variety of topics and concerns.
I always had an affinity for numbers and finance so that was my focus in college. When I started in the industry in 2003, one track was to stay heavily focused on the investments and another was to focus more on how investments fit into an individual’s life. My skill set was better suited for the latter, and I have been able to bring my years of experience to this team.
I started at the local grocery store in my hometown of Watertown, SD. I was an impressionable 14-year-old, but looking back on that time, it created a great foundation. There were only a handful of employees handling the responsibilities of many, we all worked well after our shifts until things were done, and we walked your groceries out to your car with you rather than for you. While it’s easy to say that “job” has changed, the way I’ve always approached my role really hasn’t.
We have a piece of land back in South Dakota that has been in my family for many generations. It can be a fantastic hunting spot or a relaxing place to gather your thoughts. It has meant many things to me over the years. I was a guest of my grandfather’s when I was a teenager, spent countless weekends with my father, and some day, will have a place for my sons. It’s rarer these days to see these types of legacy situations so I’m thankful for those before me for this opportunity.
Like most kids growing up in the neighborhood, I mowed lawns for spending money. Unlike most kids growing up in the neighborhood, I had an aunt who worked for a large mutual fund company. She played an integral role in a lot of the decisions I made with my career and helped with my first meaningful purchase, a single mutual fund with a monthly investment. It turned into an asset that I used for college to mostly avoid taking loans. (Yale isn’t free…)
“It brings me joy to work with people and help them find solutions to complex financial planning problems.”
I am an additional point of contact for our clients, providing advice and assistance on topics that include, but are not limited to, their investment, insurance, and planning needs.
I spent several years of my career on the wholesale side of the business assisting financial advisors in bringing solutions to their clients’ unique and complex planning needs. With a desire to work personally with clients, I made the decision to work on the advisor side of this industry and have been working in this capacity for many years.
I was born and raised on a small dairy farm in western Wisconsin. This experience gave me a strong work ethic and taught me the importance of saving and planning as there are no certainties in life other than the actions we take upon ourselves.
Growing up, my favorite family tradition was always the Thanksgiving holiday. Every year, I would head out to the woods with my father and brother to spend the entire morning deer hunting in Wisconsin. Mom would prepare an amazing Thanksgiving meal and the afternoons would be spent on the couch watching football and talking smart.
Golf. Would love to win back the money of lost in bets playing this ridiculous game.
Caring! When it’s done right.
“I appreciate working with a team that is truly dedicated to the needs of our clients. Each person who comes to us is our top priority and I am grateful to be an integral part of this client experience.”
I utilize my talents and experience to support the strategic objectives of our organization. In my diverse role, I'm responsible for contributing to the overall needs of our business including firm financials, operations, marketing and human resources. I am also fortunate to share my passion for helping others by taking an active role in our company’s community outreach efforts.
From an early age, I knew I wanted to work in a position where I could help people. Since the age of 16, I’ve worked in a variety of service roles. These jobs, along with my education and training have provided me invaluable communication and organizational skills. I’ve also been blessed to work alongside some incredibly talented people who introduced me to marketing and human resources to help further my skills in the areas of service and leadership. In my current role, I get to blend all these skills together. It’s rewarding to be a central resource that assists both my fellow employees and our clients.
The day I turned sixteen I started my first job working at Target. It was a fun job where I learned about responsibility and how to manage money. From the day I was able to legally start working, I learned how to manage timelines, follow a schedule, and I developed organizational and customer service skills. All of these skills are still important to me in the job I do today and I’m so grateful I was able to practice and hone them from a young age.
I would love to be fluent in Polish. Since my mom is from Poland and I have dual citizenship, most people would think I am an expert in the language, but surprisingly, I am not! I do know some words and phrases but learning the language was never a priority when I was growing up. I wish I had focused on it more. But hey, it's never too late to learn something new!
I support any cause that encourages the humane treatment of animals. I am the owner of three pets with a big heart and passion for the loving care of all animals. In the past, I have volunteered at the humane society to show my support. It's so great and uplifting to be surrounded by that community of people who share the same love of animals.
“A person who has never owned a dog has missed a wonderful part of life.”
- Bob Barker
I was fortunate to participate with a group of people packing meals in support of "Feed my Starving Children.” In two hours, we assembled over 21,000 meals for the children of Haiti. It was such a rewarding experience and I am so thankful to have been a part of it. I’m excited that our team at Lee Stoerzinger Wealth Management shares a passion for serving others and I’m excited for upcoming team events where we can work together to serve our community and better our world.
CLIENT SERVICES & OFFICE COORDINATOR
“I appreciate each interaction that I get to have with our clients. I value getting to know our clients, assisting with their needs, and providing valuable solutions. I am grateful to be part of a team that enjoys using their talents daily to serve others. That is the ultimate goal!”
I get to provide support to our advisors and clients, so everyone is set up for success. I enjoy being the first point of contact when clients visit or call our office. I am available to schedule meetings, process requests and execute transactions with a focus on finding positive and timely solutions for all.
Prior to working at Lee Stoerzinger Wealth Management, I worked for six years at an international tooling provider. It was an intellectually rewarding job, and I enjoyed learning the technical functions and applications; however, I felt that I had outgrown my role and I missed having meaningful interactions with clients. At the beginning of 2022 I decided to look for a place of work that I could see myself for the next ten years or longer. Nine months later on that journey I met Nicole, a few meaningful conversations later with her and the team led me here!
My family traditions are connected to food and farming. One of my favorite family traditions growing up was making “pamonha”. Pamonha is a traditional Brazilian food made with corn. I was born and raised in Brazil. I remember enjoying going to the farm to pick the corn from the fields. We would fill the truck bed as full as possible with the fresh corn. Get back to my grandma’s house and take the whole day prepping. We spent hours carefully pulling green husk from the corn and then grinding the kernels to make the corn paste that gets cooked inside the husk. It’s a day of hard work but you don’t notice how much until you sit down to eat huge quantities of this delicious food.
People and food. I grew up with an incredible loving mom, grandmas and aunties who are also great cooks. They are people you want to have in your team. They show up with the best energy and make you feel so loved. My passion is to keep that legacy going, loving people and cooking good food for them.
It’s hard to pick one single event. I was raised in a Christian family and got to serve my local church from the time I was 12. We did a lot of community events in West St. and East St. Paul. I always felt humbled by these community events, you always felt like you received more than you gave.
“Have enough courage to trust love one more time and always one more time.” Maya Angelou