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