At Stockton Wealth Management, Joseph provides complete wealth management consultation serving families and businesses. With client permission he works together with the client's attorney and tax advisor, leveraging experience in a effort to deliver a comprehensive strategy that best serves the client.

Joseph is proud of the relationships he builds with clients. He takes time to understand exactly what the client needs and develops specific strategies to pursue those goals. He is dedicated to providing exemplary customer service with quality, transparent communication.

Joseph also cares about the community. He gives his time and resources to a variety of organizations, including The Burlington Lightscape Project, Young House Family Service and their Annual Fundraising Dinner, and the Culver Stockton College Student Scholarship Fund.

Joseph joins Stockton as a Principal with over 20 years of experience helping clients preserve and grow their wealth legacy. Having a background as a Financial Advisor with other large firms such as Edward Jones and Merrill Lynch, Joseph believes this provides his clients with the combined experience of larger corporations with the family-oriented approach that clients prefer at Stockton.

How Can You Reach The Burlington, IA Office?

Our Address
3535 Agency Street Suite 100
Burlington, IA 52601

Phone: 319.237.9012
Toll Free: 833.838.2090

As a Client Associate for Joseph Leake, Angie is an asset to Joseph and clients. She has served clients from a operational perspective in the financial services industry for more than 40 years.

Angie enjoys getting to know clients, being a valuable resource to them throughout their financial journeys. She takes pride in her role, helping clients from a operational perspective, save time by utilizing a trusted team of experts for their financial advisement needs. Angie appreciates the one-on-one relationships that develop naturally over time, giving clients the personal touch they deserve.

Outside of the office, Angie enjoys spending time with her family and grandkids. She plays tennis and enjoys walking outdoors as the Midwest weather allows. Angie also enjoys reading, no matter the weather.

Based in Iowa, Angie and Joseph are excited to be part of Stockton Wealth Management.

How Can You Reach The Burlington, IA Office?

Our Address
3535 Agency Street Suite 100
Burlington, IA 52601

Phone: 319.237.9012
Toll Free: 833.838.2090

At Stockton Wealth Management, Larry provides complete wealth management consultation serving families and businesses. His work is driven by a passion for helping people live a better life.

Larry began his career with Edward Jones in 1991 and was hired as a Financial Advisor the following year. After serving as a Limited Partner for many years, he established an independent practice through the Financial Network of Wells Fargo Advisors in 2011. Larry’s main focus is working with individuals on retirement planning and risk management, and he develops wealth management strategies designed to minimize their tax exposure, surpass inflation, and provide income for future generations. 

Larry prides himself on truly helping people live their one life to its fullest potential. He knows his clients have worked hard for their whole lives and have saved smartly for retirement, and he loves helping them build their wealth to provide for and look after their families. He works to help clients maximize their resources and helps them reach their specific goals. 

Born in Burlington, IA, and raised in Quincy, IL, Larry now lives with his wife, Marysol, and his two children, Abigail and Luke, in Naperville, IL. He graduated from Culver-Stockton College with a BA in business administration. After getting married and having a family later in life, his joy comes from spending quality time and travelling with his family.

Hope Wooldridge brings a wide array of experience to her role as Operations Manager for Stockton Wealth Management. Her work experience includes serving as a payroll manager, junior accountant, senior accountant, and treasurer/bookkeeper. She is delighted to have found a home in the financial services industry. 

Hope serves as the first point of contact for clients of the practice, and she’s passionate about working efficiently to fulfill their various needs so they consistently have positive experiences. Her responsibilities include day-to-day operations, administrative tasks, and general communication with clients. 

Hope grew up in Olney, IL, and lived in northern New Jersey for nine years before moving to Plainfield, IL, in 1996. She earned her bachelor’s degree from Eastern Illinois University, and she is now married and has three beautiful children. In her free time, she enjoys watching and playing baseball, bowling, reading a good book, and spending time with family and friends.