Shea M. Swenson Email and Phone Number
Shea Swenson is the Co-Founder and CEO of Stonebriar Financial, a financial services company 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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Founding PartnerStonebriarx Jun 2023 - Present -
Ceo & Founding PartnerStonebriar Financial Sep 2021 - Present -
Advisory BoardWedge Golf Company Oct 2023 - PresentDraper, Utah, Us -
PartnerOxford Advisory Group Oct 2018 - Dec 2021Orlando, Florida, Us -
Vice President Of Business DevelopmentOxford Advisory Group Jan 2017 - Sep 2018Orlando, Florida, Us -
Vice President Of Business DevelopmentSummit Energy Jan 2015 - Jan 2017Mansfield, Massachusetts, Us
Shea M. Swenson Education Details
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Utah Valley UniversityGeneral -
Utah State UniversityGeneral Studies
Frequently Asked Questions about Shea M. Swenson
What company does Shea M. Swenson work for?
Shea M. Swenson works for Stonebriarx
What is Shea M. Swenson's role at the current company?
Shea M. Swenson's current role is Founder @ Stonebriar Financial | StonebriarX.
What schools did Shea M. Swenson attend?
Shea M. Swenson attended Utah Valley University, Utah State University.
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