Live Your Legacy

Live Your Legacy

Live Your Legacy

Meet Your Team

Gary J. Preisser

President

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Gary is one of the visionary founders behind Stonebriar Wealth Advisors, a renowned wealth management firm acclaimed for its holistic approach to financial planning. With a deep understanding of the intricacies of retirement planning, Gary has steered the company towards unparalleled success, earning a reputation for excellence in the industry.

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Gary J. Preisser

His journey began with a passion for helping individuals and families navigate the complexities of wealth accumulation and preservation. Armed with extensive knowledge and an accounting background, Gary built Stonebriar Wealth Advisors from the ground up, establishing it as a trusted partner for clients seeking comprehensive financial solutions.

Gary's expertise has garnered widespread recognition, leading to features in esteemed publications and invitations to share his insights at various forums. His dedication to empowering others with financial literacy has also seen him author several acclaimed books, further cementing his status as a thought leader in the field.

Beyond his professional achievements, Gary remains deeply invested in giving back to his community, supporting initiatives aimed at fostering financial education and empowerment. His unwavering commitment to integrity, innovation, and client-centric service continues to drive Stonebriar Wealth Advisors forward, ensuring its position as a premier destination for holistic wealth planning.

Shea M. Swenson

CEO

shea

Shea is a Registered Financial Consultant and uses his wealth preservation and tax planning experience to help his clients find tax- and risk-efficient retirement and legacy solutions for their families.

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Shea M. Swenson

Shea is a Registered Financial Consultant and uses his wealth preservation and tax planning experience to help his clients find tax- and risk-efficient retirement and legacy solutions for their families.

A key speaker at both financial and leadership workshops, Shea shares his knowledge on topics like financial literacy, tax and estate planning, and stewardship. He also is involved in several advisory boards, including Silicon Slopes, Tee Box and Wedge Ventures, contributing his knowledge to these organizations.

Together with his wife, Katelyn, and business partner, Gary Preisser, Shea started the Stonebriar Foundation. This nonprofit supports financial literacy and helps spread financial education across the country through various initiatives and partnerships, including Folds of Honor and Enlighten 567 workshops.

Check Out Our

Full Suite of Services

We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.

Retirement Income Strategies

Tax-Efficient Strategies

Annuities

Life Insurance

IRA Legacy Planning

Asset Preservation Strategies

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Take the First Step Today

Dream It

Schedule a visit, where you'll share your goals and dreams, so we fully understand your vision for retirement.

Plan It

With your goals in mind, our retirement process will help translate your retirement dreams into clear action steps.

Live It

While you enjoy retirement, we'll monitor regularly to help ensure your plan stays on track for as long as you live.

Attend An Upcoming Event

Events Coming Soon

Come Meet With Us

To learn more about Stonebriar Financial or to schedule a no-obligation meeting, contact us today!

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