Stacia Winteregg

In the firm as a Advisor Assistant, Stacia collaborates with Head Advisor and Owner of over 30 years, Jon R. Winteregg, to establish customized client portfolios and plans. Together, they seek to help retirees, high net worth individuals, business owners, Not For Profits, and families of all ages achieve their personal and financial goals.

As the Administrations Officer, Stacia focuses on ensuring exceptional client service is being provided. Through overseeing that the firm’s processes are carried out effectively, efficiently, accurately, and smoothly, Stacia seeks to provide an outstanding client experience.

I spend the majority my free time with my close friends and family. I enjoy traveling, golfing, fishing, and virtually any activity that involves being in the sunshine.