About
Stacy Wurtz is a Business Scaling Up Coach with a diverse background in risk assessment, business development, and legacy planning. She is thrilled to bring her knowledge to Advisor’s Excel and is deeply committed to helping teams align and grow in order to realize their vision. With a strong foundation in leadership roles, Stacy has been extensively involved in the recruitment, advancement, and leadership of teams. This has driven her interest in understanding the inner workings of various departments and organizations.

Upon achieving Lean Six Sigma Greenbelt certification, Stacy discovered immense satisfaction in identifying and resolving business process challenges. Her ability to streamline processes and optimize employee roles resulted in commendations for saving a prior company $500,000 annually. In recent years, she has dedicated herself to enhancing her professional expertise and offering essential support to small business owners, drawing on her insurance, lending, and risk management knowledge.

Stacy's journey in risk management, financial planning, and guiding entrepreneurs is not just professional but deeply personal. Her commitment to helping entrepreneurs stems from the challenges she faced while building and sustaining farming and custom feed operations with her husband. She firmly believes that overcoming stress and adversity can build resilience and adaptability. Alongside her husband, she is driven by a personal desire to create opportunities for their four children. She finds fulfillment in providing meaningful solutions, resources, and strategies that empower both businesses and families to thrive.

Stacy often emphasizes she needs to practice what she preaches and encourages others to be more present by slowing down and investing in what matters. Stacy attends her children's sporting events, supports her husband at rodeos, and manages farm errands and financials. She finds joy in antique jewelry shopping and beautifying her yard when there is a free moment.

Professional Highlights
Certified Greenbelt Lean Six Sigma
Certified Ag Advisors

Personal Highlights
Owner of Frontage 109
Owner of Wurtz Cattle Company

Coaching Regions
US - Midwest
US - Northeast
US - Southeast
US - Southwest
US - West

Industry of Expertise
Accounting/Finance
Coaching/Business Consulting
Logistics/Transportation