Becky Ruby Swansburg

CEO

The Nation’s Expert on Legislative Risk in Retirement

Becky helps your clients outsmart Washington and take control of their retirement. Making the complex simple and meaningful? It’s all in a day's work.

Overview

Becky Ruby Swansburg is the CEO of Stonewood Financial. A nationally-recognized public speaker and the nation’s leading expert on legislative risk in retirement, she is co-author of The Road Less Taxed and The No-Compromise Retirement Plan. Becky is the creative force behind Stonewood's software and marketing tools.

Industry Impact

Drawing on her background in the White House and Congress, Becky helps advisors prepare for the risk of rising taxes - and teaches them how to protect their clients from new regulations, new taxes and new fees aimed at higher-income savers. Her insights have been featured in The Psychology of Retirement movie and on stages across the industry.

Professional Background

Prior to leading Stonewood, Becky oversaw communications and government relations for Greater Louisville Inc. She has also worked in the U.S. Congress, government agencies, and the White House in Washington, D.C.

Education

  • B.S. in Political Science, Middlebury College
  • M.S. in Public Relations, Boston University

Leadership & Community

Becky lives in Louisville with her children. She serves on the Board of Directors for:

  • The Jewish Community of Louisville
  • Louisville Collegiate School

Previously, she has served on the Board of Directors for:

  • The National Association of Women Business Owners (NAWBO) Louisville
  • The Kentucky Chamber of Commerce Executives
  • The Jewish Council on Public Affairs
  • Louisville Classical Academy

Recognition

  • Business First’s Forty Under 40
  • Bingham Fellow, Leadership Louisville Center