Contact Information
  • Stack Financial Services, LLC
    123 W. Fourth (PO Box 503)
    21 Hwy 8 (Steelville MO)
    Salem, Missouri 65560
  • Phone 573-729-5000/775-5435
    Mobile 573-247-1116
  • Email
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About Us

After graduating from West Point and  a tour of duty as an Army officer overseas in the Persian Gulf War, Bill opened Stack Financial Services in 1993, and attained securities licenses (Series 6, 63).   Later that year, Bill added insurance licenses (Life, Health, Variable Contracts) to his capabilities.  After building a successful business, and adding more licenses (Series 7, 65), Bill was hired by a Fortune 500 bank as a Senior Financial Consultant, where he continued to serve the financial needs of his clients.  After building the investment business and staff for 7 branches, Bill returned to private practice in 2000, where he has offered unbiased and independent financial advice to his clients ever since.  Bill has taken many financial planning courses, and earned several credentials, some of which are displayed on the home page.  Bill continues to take continuing education courses to stay current on financial planning topics,  maintain his credentials, and mostly to better serve his clients.  Current credentials include RICP (Retirement Income Certified Professional),  and CSFP (Chartered Senior Financial Planner).  Bill specializes in creating lifetime income streams for retirement, helping clients decide how and when to begin Social Security payments, and how to navigate uncertain financial waters to keep your money working without undue risk.   Bill also an international best-selling author of "The 7.0% Solution", available on Amazon and elsewhere, whose views are often sought out and quoted by various financial media outlets.

The rest of the story...

After the early years of their marriage (while Bill was serving as a U.S. Army Officer overseas, and Sheri managed an accounting office in Germany), they decided that they wanted to work together, and moved back to rural Missouri when Bill completed his tour of duty.  Sheri is an accountant, earning many credentials and degrees in that field (E.A., M.T.A., B.B.A., etc), and related training.  Bill focused on other aspects of financial planning, and they have worked together ever since returning home in 1993.  Sheri is an office manager for H&R Block Business Services in Salem MO (which her family has owned for over 40 years), and an owner of the Steelville H&R Block office.  Sheri earned a Bachelors of Business Administration in Accounting from Evangel University.  Bill earned a Bachelor of Science in Civil Engineering from the U.S. Military Academy at West Point, Financial Planning Diploma from The American College of Financial Services (RICP Credential),  as well as a Master of Theology, and Doctorate of Practical Ministry (Bill & Sheri have served as pastors of their local church since 2000).    Bill grew up in St James, Sheri grew up in Salem (30 miles from one another, but didn't meet until they were in their 20's).   Bill and Sheri have been married since 1991, and have lived in Salem since 1993.  Bill & Sheri continue to serve on various boards and committees in their community, and other organizations headquartered in the Midwest.