Stacy Determann
Client Service Manager
Department: Client Service
Stacy helps with meeting preparation for the Glidden, Iowa office. She tracks and processes Required Minimum Distributions (RMDs), Qualified Charitable Distributions (QCDs), bank links, death claims, new accounts, and transfers and rollovers. Stacy joined the Modern Wealth team in 2023 via the acquisition of Midwest Financial. She arrived at Midwest Financial in 2006 and has valued her experience with the Glidden team immensely.
In addition to the growth she’s had in her career, Stacy has enjoyed witnessing how her team has built relationships with clients. It means a lot to Stacy that she and her Glidden-based teammates have been a part of some of our clients’ best and hardest moments—joining them in their joy and celebration as well as sadness and grief. The family feel of the Glidden office is something that Stacy really appreciates.
Stacy and her husband, Bruce, have two daughters and two sons. Their three oldest children have grown up and moved out of the house, so she enjoys when all her kids can get back together. She loves hiking and exploring when visiting her oldest daughter in Colorado. Stacy and Bruce typically like to be active during their travels.