Meet The Team

Gary Preisser is the Principal Advisor 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 Swenson is the CEO 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

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

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.

Uma Khandkar, originally from Malaysia, brings over 30 years of experience in real estate and financial services. A former advisor at Fidelity, she now serves as a Junior Advisor at Stonebriar Wealth Advisors

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.

Koa Mo'o is a financial advisor who specializes in helping athletes build tailored financial plans that support long-term wealth and post-career success.  He empowers clients to make confident, strategic decisions both on and off the field.

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 .