Stonebriar's Story
Stonebriar was founded on a simple belief: wealth management should do more than manage money. It should bring clarity, coordination, and confidence to every financial decision a family makes. From the beginning, the goal was to create a firm that helps families move from uncertainty to assurance, from complexity to simplicity, and from financial questions to lasting confidence.
Before Stonebriar began, its founders saw firsthand how the financial industry often measured success by volume rather than vision. They believed families deserved something different, a system built around purpose, understanding, and stewardship. Wealth, they knew, is not just about accumulation but about using resources wisely to sustain both portfolios and lives.
Gary J. Preisser
Managing Partner
Gary Preisser is the Managing Partner at Stonebriar with over 23 years of experience in personal and business financial planning. He specializes in helping clients preserve and grow their wealth through holistic, client-centered strategies.
Shea M. Swenson
Partner
Shea Swenson is the partner of Stonebriar, where he leads the company's vision, growth strategy, and business development efforts. With a focus on innovation and long-term partnerships, he drives Stonebriar’s mission to deliver impactful solutions across wealth advisory, marketing, and investment.
Joe Strom
Financial Advisor
Joe is a licensed financial advisor with a strong business background and extensive experience in real estate and working with high-income earners. He brings a unique blend of practical business insight and financial expertise to help clients build lasting wealth through personalized, strategic planning.
Saige Bowman
Chief of Staff
Saige Bowman leads strategic alignment and drives cross-functional collaboration across the organization. With a background in leadership and operations, she ensures execution on key initiatives that move the company forward.
Jackson Frame
Financial Advisor
Jackson Frame began his career at Fidelity, where he gained a strong foundation in client service. He brings that experience to help clients at Stonebriar achieve their long-term financial goals with confidence and clarity.
Jordan Watts
Director of Operations & Financial Advisor
Jordan Watts is a licensed financial advisor, demonstrating his commitment and passion for helping clients build lasting wealth, he combines financial expertise with a personalized, strategic approach.
Spencer Bellon
Paraplanner
Spencer Bellon is a paraplanner at Stonebriar and student at Utah Valley University, where he is pursuing a degree in finance. Driven by a strong interest in investment strategy and financial planning, he is gaining hands-on experience to complement his academic studies.
Brett Memmott
Paraplanner
Brett Memmott is a finance intern at Stonebriar and a sophomore at Brigham Young University, where he is pursuing a degree in finance. Driven by a strong interest in investment strategy and financial planning, he is gaining hands-on experience to complement his academic studies.
Max Benson
Paraplanner
Max Benson is a paraplanner at Stonebriar and student at Brigham Young University, where he is pursuing a degree in finance. Driven by a strong interest in investment strategy and financial planning, he is gaining hands-on experience to complement his academic studies.
