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MEET THE PROFESSIONALS WHO CAN HELP YOU
PURSUE YOUR GOALS
We guide individuals and families toward their ideal retirements.
We always put your well-being ahead of our own. Our objective is to first identify the best outcome for you and then choose the most cost-effective plan possible. Because some or all of your working years are behind you, we believe this chapter of your life should be free of any additional financial anxiety. If we cannot help you achieve your goals, we will help you find someone who can.
Additionally, as our valued clients, the service we provide to you is extended to those you care about. If you have friends or family members who need our guidance, they do not have to become clients to use us as a sounding board. Simply introduce them to us and we will assist them as we can.
OUR MISSION STATEMENT
OUR PURPOSE IS TO REMOVE ANXIETY FOR OUR CLIENTS SO THAT WE CAN MEET THEIR INVESTMENT NEEDS IN THE SAFEST, MOST DIRECT AND LEAST EXPENSIVE WAY POSSIBLE.
Gary has over 25 years of experience in wealth management, financial planning, taxes, accounting and small business consulting. Throughout his career, he has seen the negative impact caused by a lack of financial understanding.
As a Certified Financial Educator, his first priority is to educate individuals and families so that they better understand their current situation and how to improve it. He believes that while financial planning can be complex, it does not have to be difficult to understand or implement. He works in partnership with clients to build and protect their wealth from market risk, inflation and taxation so that they can live the life and leave the legacy that they want. Gary is a founding partner of Stonebriar Financial and the Stonebriar Foundation, a non-profit that provides educational tools to improve financial literacy in communities and families.
Gary earned his Bachelor of Science in Mathematics while playing baseball at Stetson University in Florida. Over his career he has worked in California, Florida, South Carolina, and Utah.
Shea is a managing partner of Stonebriar Financial. He 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
He is the lead speaker at the firm’s informational seminars on Taxes in Retirement, Social Security and Estate Planning.
Shea has spent the most recent portion of his career as a partner in a top private wealth management firm based in Orlando, Florida. That time and experience in Florida (the retirement capital of the world) gave him the skills and expertise needed to become a leading expert in taxation during retirement, how to maximize Social Security benefits, and how to use estate planning to reduce taxation. He has brought this expertise to his home state of Utah as a founding member of Stonebriar Financial. He holds insurance licenses in Florida, Utah and South Carolina.
Shea’s ultimate passion has been in his philanthropy efforts throughout his life. He founded the “Swenson Foundation” in honor of his grandparents, Morris and Connie Swenson, who raised him. The Swenson Foundation gives leadership awards and scholarships to the Blanding, Utah community where Shea grew up. He recently launched his second non-profit with his partners called “The Stonebriar Foundation” whose mission is to provide solutions to fight the lack of financial literacy currently plaguing our society.
Shea has been nationally recognized in major publications including Forbes, Wealth Insider and New York Today
READY TO TAKE
THE NEXT STEP?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.
Or give us a call at 385-314-3300
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