Stacy Winsand

Stacy became a wealth manager in 2019 after a 20 year career in education. He holds his Series 7 Securities License, Series 66 Investment Advisory License, Life and Long Term Care License, and Variable Life/Variable Annuity Lines of Authority.

As a Fiduciary, Stacy works on behalf of his clients with their best interest in mind. Like Dale, Stacy focuses on a comprehensive approach to include all aspects of financial wellness. As an independent advisor, Stacy will tailor a diverse, individualized perspective for each person, family, or business.

Stacy believes his experience as a teacher/coach has been valuable in the area of developing and maintaining relationships with clients and small businesses.. He shares commonalities with people of all ages and backgrounds. His upbringing on a small family dairy farm instilled a strong work ethic and emphasized values and self-sacrifice.

Stacy and his wife, Breanna, are the proud parents of four children - Rylee, Trey, Remy, and Tyson. They are actively involved in youth activities with the kids within the school, community, and the church.