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 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.
CLIENT SERVICES & OFFICE COORDINATOR
“I enjoy helping people through the ups and downs of life and a financial planning office is designed for exactly that purpose. I appreciate the positive and supportive environment established at our office- you can see it in our team and feel it with our clients. There is a sense of being grateful for one another. ”
It's my pleasure to provide support to our advisors and clients so everyone is set up for success. I am the first point of contact when calling or visiting our office and I'm always willing to help with any task. I am available to schedule meetings, process requests and execute transactions with a focus on finding positive solutions for all.
Prior to working at Lee Stoerzinger Wealth Management, I worked in an insurance office. The work there was very rewarding, but also stressful. When considering my career path and what was best for my family, I discovered Lee’s office. In meeting with Lee and the team, I knew I had found just the right fit for my skills, expertise and work/life balance.
I was 15 when I started working at Burger King. I learned how to prioritize and how to work as a team to serve a hungry public. I've recommended to both of my kids that they work in some sort of fast food / restaurant at some point- mostly to teach them what it’s like on the other side of the counter. Seeing how people treat wait staff says a lot about their own character, and living the experience personally is a major eye opener.
My children and I clean up a marsh area near our house every Earth Day and spread wildflower seeds in the area surrounding it every Mothers Day. We enjoy the time together and we know it helps make the area a better place for the people and critters that live there.
I feel strongly that we should do our best as individuals to take care of the world around us. Clean up litter when you can, plants flowers to help bees / butterflies, try to reuse items instead of buying new. Little things can help a lot.
When I was in high school, I assisted with a tornado clean up effort in Comfrey, MN. Seeing the devastation so close to home had a defining impact on me. It made me realize how important it is to help others because in an instant we could be in the same situation ourselves.
Technically I have 2 favorite quotes:
1. Whether you think you can or you think you can’t, you’re right. – Henry Ford
2. No act of kindness, no matter how small, is ever wasted. - Aesop
I would choose car repair because it's something that is always useful and necessary. I think it's fascinating how some people can look at a machine and know exactly what needs to be done. My son and I are currently attempting to fix an older car of ours. It’s become a very humbling experience for me and has given me an even greater respect for those that work in that field. Anyone who can take something from a collection of parts on wheels and transform it into a machine that can safely transport a family has exceptional skill.