We’ve carefully crafted our roles so we consistently meet the unique needs of every client
Everyone on our team has important responsibilities designed to help our clients optimize their wealth and realize their 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.”
I founded the company in 1993 and currently serve as President. As our firm’s lead advisor, I oversee investment recommendations and manage client relationships. I spend a lot of time studying the industry and analyzing trends. In addition, I am always looking to lead in making our client experience unique, and the best it can be.
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’m active in client meetings, manage portfolios and am the liaison to our institutional partners. My skill and expertise allows me the ability to provide our clients with guidance 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…)
“I’m excited to be surrounded by people who are passionate about what they do and seek to provide an excellent client experience. I look forward to helping our clients grow into the future.”
As Operations Manager, my role is to make sure things behind the scenes run as smoothly as possible. I support the rest of the team with financial analysis and planning and I interface with our industry partners and providers. When it comes to supporting our clients, my aim is to make things as easy, simple and streamlined as possible.
I spent the first eight years of my career working for a publicly-traded institutional money management and technology company that served financial advisor and planning firms. I helped firms identify solutions for their own clients, build internal processes and become more efficient. In 2014, I relocated to Minneapolis to serve as the area’s Relationship Manager and was later promoted to Regional Director. It was in this role that I discovered my love of Minnesota and the upper-Midwest, and I was able to build a relationship with Lee, Matt and Maggie.
In 2019, after some reflection about what I wanted for my family, the desire to serve clients more-closely, and get more satisfaction from personal relationships I was presented with the opportunity to join the team at Lee Stoerzinger, Inc.
My first job was as a federal employee working at the IMAX Theater at the Smithsonian Air and Space Museum as an usher and in the box office for gas money in high school in northern Virginia. I learned that every interaction with a client or customer is an opportunity to make an impact—and that I could only tolerate watching the same movie 150 times before deciding to try my hand at other part-time jobs after two years.
My Dad, from upstate NY, raised me in Northern Virginia as a Buffalo Bills fan. As luck would have it, my childhood home was located about ten minutes away from the largest Buffalo Bills bar within 500 miles. Because of this, Jimmy’s Old Town Tavern in Herndon, VA has become an unofficial family tradition. Since I was eight years old, my family has shared a lot of fun memories at Jimmy’s, and I try to get back at least once a year for a game. The regulars recognize each other and there is a great sense of camaraderie and community through volunteering, outreach and partnerships.
While I’m not sure of the exact item I bought (likely some sort of accessories for the G.I. Joe’s I was enthralled with at the time) my parents have let me know that the first time I spent my earned allowance money, it took me nearly an hour at the store to make a purchase decision. I think the moral of the story is that once I had realized the value of the dollars I had earned ($10) and the amount of time it took me to accumulate it, I thought a lot harder about the decision than if someone else was buying the toys for me.
Non-professionally, I would become an expert in 20th-century history. History is an interest of mine, and I believe that many people underestimate the effect that seemingly distant happenings have on today’s current events. When it comes to today’s world, much of it was shaped by events that took place a century ago. History also seems much more relevant when you start thinking in terms of generations of people instead of years or decades.
I’m passionate about financial literacy and wish there were more organized efforts to get kids comfortable and empowered by an understanding of how money works for them. I think America would be a better place if we embraced this as a society. Devoting a fraction of K-12 educational time to focus on simple financial topics like banking, credit, budgeting and compounding interest would be applicable in everyday life for today’s students, prepare them for the real world, and the benefits would manifest themselves in unexpected places.
Service means providing something, work, time, value etc. in a way that is truly non-self serving. I generally think that some people have lost sight of what serving others means as our society has become increasingly focused on self-promotion and aggrandizement through social media. In my mind, providing service is the devotion of a substantial amount of time or energy directed toward a specific cause, typically over a sustained period of time to achieve a substantial impact.
"Nothing makes me happier than seeing the transformation of a client go from acquaintance to friend. To earn that trust is a great honor."
As a member of our staff for over sixteen years, I’ve been blessed with the opportunity to get to know most of our clients. In my role, I help to provide ongoing support to each of them, ensuring everyone knows they are valued and appreciated. My goal is to serve our client families in meaningful ways, delivering personal touches and recognizing the special moments in their lives.
After Lee and I got married in 2001, we had many discussions about the business. At that time, Lee was working by himself and had a clear vision of how he wanted to serve clients in even greater ways. He needed someone who could assist him in this mission, and I was honored to be our “first hire”!
In high school, I was an umpire for fastpitch softball for a couple of summers. It taught me the importance of being prepared. After countless hours of training, I learned to approach each game with knowledge and confidence. Umpiring also helped me develop a thicker skin since we all know parents can be a bit verbal when it comes to their kids!
I bought a cassette tape holder for all the recorded music my brothers gave me. It was awesome!
Being an 80’s girl, I use to dream of being Pat Banatar! I spent many hours in front of the mirror singing “Hit Me with Your Best Shot” and could still be ready at any time to belt it out!
Service to others can come in so many forms. I think the essential ingredients in serving others are compassion and action. Once we truly care and have compassion, we then need to do something about it. It could be as simple as a smile and listening ear to spending time and treasure to help another.
“It is not how much we give but how much love we put into giving.”
– Mother Teresa
“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 am usually the first point of contact when clients call or visit our office. I schedule meetings, answer questions and execute important transactions to support each client’s plan. I manage compliance for our firm to ensure we are always meeting regulatory standards, and I use my experience in professional development to lead our company’s human resource department.
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 human resources and helped 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 in the grocery section at Target. It was a fun job where I learned about responsibility and how to manage money. 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 remember being around six-years-old and having enough savings to buy something special. My dad took me to a store where I purchased a 3D dinosaur puzzle. While most little girls were playing with dolls, I was playing with dinosaurs.
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.
“It’s a joy working with a team of professionals dedicated to providing world-class service and enriching the lives of our clients.”
As the Marketing Strategist, I am our firm’s lead communicator. I help plan our client events and am responsible for the management of our website, the Envisionary newsletter, email and print communications. I oversee our brand and ensure Lee Stoerzinger Wealth Management is a thoughtful contributor to our community.
I’ve spent my entire 20+ year career working in marketing. I’ve worked for big Fortune 500 companies, small start-up companies and also non-profits. I’ve experienced working on the agency-side of marketing as well as the client-side. In every position, I have expanded my knowledge and grown both personally and professionally. Through it all, what I've come to understand is the most important part of any position is the people you surround yourself with. And that’s what drew me to Lee Stoerzinger, Inc. The team here really cares about our clients and helping them achieve their goals. It’s so rewarding to be a part of a team that puts people first.
I was the neighborhood babysitter for most of my junior-high and high-school years. I worked evenings, weekends and summers for most of my teen life. By the time I was twelve I had made, and saved, enough money to warrant my own checking account. My dad worked at a bank and was able to get me a checking account with an ATM card (cutting edge at the time) before I was technically old enough to have one. I was so proud of the money I earned, saving some, and spending the rest on clothes, CDs and the food court at the mall.
A week ‘up north’ with my extended family is a highlight for me every year. There’s nothing better than reconnecting with grandma and grandpa, aunts, uncles and cousins. And there’s just something about the stillness of a lake in northern Minnesota as the perfect place to unplug, unwind, relax and have fun.
I’ve always wanted to know how to play the piano really well. I took lessons as a child, but never really had much talent for it. I would love to be able to sit down at a beautiful piano and just play.
The act of service is to assist someone in need. But for me, what’s most important is the intention behind the act. Serving with kindness, selflessness and grace is powerful and is the true defining factor in making a meaningful difference. That’s why I’m so proud to work for an organization that cares for its clients, consistently serving them with kindness and integrity.
Through a local organization, my husband, children and I deliver meals to the homebound each Thanksgiving. It’s a special way for us to give back to our community, help those in need and appreciate all of the blessings in our own lives.