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99. Action to Match Vision | Interview with Shea Swenson (CEO of Stonebriar Wealth Advisors)
Follow Roger on Instagram,TikTok and YouTube at:
roger.comstock
Book a Call With Someone on Roger’s Team Here:
https://bit.ly/3IYTw0o
Shea Swenson is the Co-Founder and CEO of Stonebriar Wealth Advisors, a wealth management firm tailored for high net worth retirees and business owners. He’s a key speaker at financial and leadership workshops, sharing his knowledge on topics like financial literacy, estate planning and stewardship.
Shea is also involved in several advisory boards, including Silicon Slopes, Athlete Narrative, and Wedge Ventures, contributing his expertise to these organizations.
Together with his wife, Katelyn, and business partner, Gary Preisser, Shea started the Stonebriar Foundation. This non-profit supports financial literacy through various initiatives and partnerships, like Folds of Honor and Enlighten 567 workshops, helping to spread financial education across the country.
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By Roger Comstock
4.8
3434 ratings
Follow Roger on Instagram,TikTok and YouTube at:
roger.comstock
Book a Call With Someone on Roger’s Team Here:
https://bit.ly/3IYTw0o
Shea Swenson is the Co-Founder and CEO of Stonebriar Wealth Advisors, a wealth management firm tailored for high net worth retirees and business owners. He’s a key speaker at financial and leadership workshops, sharing his knowledge on topics like financial literacy, estate planning and stewardship.
Shea is also involved in several advisory boards, including Silicon Slopes, Athlete Narrative, and Wedge Ventures, contributing his expertise to these organizations.
Together with his wife, Katelyn, and business partner, Gary Preisser, Shea started the Stonebriar Foundation. This non-profit supports financial literacy through various initiatives and partnerships, like Folds of Honor and Enlighten 567 workshops, helping to spread financial education across the country.