Stonebriar Financial
Stonebriar Financial is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Our team of seasoned professionals is dedicated to securing clients' financial futures by crafting tailored retirement plans, navigating the complex tax landscape, providing comprehensive insurance services, and ensuring meticulous estate planning. At Stonebriar Financial, we are committed to shaping legacies and creating a lasting impact through our services.
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Verified contacts
12
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- JO
Jeff Olson
Vice President of Business Development · Sales & Business Development
EmailPhone - GP
Gary Preisser
Partner · General Business & Management
EmailPhone - SM
Shea M. Swenson
CEO & Founding Partner · General Business & Management
EmailPhone - PK
Pamela Kennedy
Director of Finance · Finance & Accounting
EmailPhone - PK
Pamela Kennedy Sanchez
Controller · Finance & Accounting
EmailPhone - SM
Shea M. Swenson
CEO & Founding Partner · General Business & Management
EmailPhone
Showing 6 of 12 verified contacts
Top roles at Stonebriar Financial
9 distinct titles indexed · top 9 shown.
- 2ceo & founding partner
- 2partner
- 1advisor
- 1chief of staff
- 1controller
- 1director of finance
- 1frame sprinkler and landscape
- 1service advisor
- 1vice president of business development
Sign up to unlock all 12 contacts at Stonebriar Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 12 verified contacts at Stonebriar Financial
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