Daniel G. Stafford
President / CEO
Mr. Stafford is a lifelong resident of Dane County and a graduate of Madison West High School. Mr. Stafford received his undergraduate degree in American Institutions with a prelaw focus. He graduated from the University of Wisconsin – Madison in 1975 and chose the financial services industry career path.
Ian F. Smith
Ian began his insurance career in 1990 with The Equitable Life Assurance Society in Orlando, Florida. After several years serving as an assistant manager recruiting and coaching new agents he transitioned to Sales Executive with the Florida Hospital HMO System.
Director of Client Services
Amy joined Stafford Financial Consulting Group in September 2016 after 11 years with University of Wisconsin Medical Foundation (UWMF), now UW Health. As the Provider Services Manager with UWMF, Amy managed the benefit program for over 2,000 physicians at UW Health, and was the main point of contact for physician benefits-related questions.
Client Services Manager
Grant joined Stafford Financial Consulting Group in February 2017 after over ten years of experience working in Real Estate Finance and Revenue Management throughout the country. As Director of Revenue Management, Grant managed the top line revenues of approximately 40 different projects throughout the United States…
Cynthia Heidke, CPA
Director of Finance & Operations
Cynthia (Cindy) Heidke is a business professional with 15 years of experience in the healthcare industry spanning many different roles. Her first exposure to the healthcare industry was in 1998 when she joined the claims department at Humana. During her experience at Humana, Cindy became very passionate about educating people about insurance. Early in her career, Cindy worked as a CPA at SVA in Madison, WI specializing in the healthcare industry.
Benefits Administration Manager
Kyle joined Stafford Financial Consulting Group in May 2017 after five years with University of Wisconsin Medical Foundation (UWMF), now UW Health. As a Benefit Analyst with UWMF, Kyle managed the benefit programs for over 2,500 UW Health employees and was the main point of contact for all employee benefit questions.