Gary Preisser
President and Founder of Stonebriar Wealth Advisors
Gary Preisser is the Managing Partner and co-founder of Stonebriar Wealth Advisors, a boutique financial planning firm based in Utah. With over 23 years of experience in the financial services industry, Gary began his career in accounting and tax planning, which gave him a deep understanding of the real financial challenges business owners and high-earning families face. He now specializes in helping clients build intentional wealth strategies focused on cash flow optimization, proactive tax planning, retirement security, and legacy planning.
Gary is known for his straightforward, no-nonsense approach and his criticism of the traditional “cookie-cutter” financial advice model. Together with his partner Shea Swenson, he built Stonebriar Wealth Advisors to deliver personalized, holistic financial guidance that goes far beyond typical investment management. He is a passionate financial educator who regularly speaks on practical wealth-building topics and enjoys sharing clear, actionable insights with listeners.
What VCs and PE Firms Get Wrong When Pitching RIAs with Gary Preisser
"What if I gave you a piece of my portfolio to manage?" Early in his career, Gary Preisser tried to answer that. Now he knows the only right response is a question: What is the money for, and when will you need it? EPISODE SU...