Staci Gaiser, CRPC 

Staci is our Associate Wealth Advisor. After receiving her BA from the University of Northern Iowa, she joined the financial industry in 1996. After starting as an assistant, Staci later became fully registered and earned her CRPC® (Chartered Retirement Planning Counselor®) designation in 2008. Before joining our team in 2024, she worked with several other financial planning offices as a registered paraplanner.

Staci handles the majority of our investment research and portfolio management responsibilities. She also focuses on client service, serving as a primary point of contact for trading or transfer requests, as well as working with our corporate office to help manage accurate account setup, transaction processing, and resolve any related issues.

Staci works primarily from her home in Mason City. She and her husband, Steve, have two children and four grandchildren.  She enjoys writing romance novels, traveling, and riding the Harley with her husband.