Who We Are

Stonewood Financial Tools was born out of a belief that complex things can be made simple and meaningful. All of our tools do away with “insurance speak” and hone in on the emotions and logic that lead people to make smart financial decisions.

We don’t just create tools, we use them every day. Stonewood’s retail presence gives us a testing lab to perfect the stories, proposals and software we offer you.

If our tools feel different, it’s because we’re different. Our team has run insurance companies, worked at the White House, and built wholesale teams throughout the financial industry. We approach our work not as insurance agents, but as storytellers, actuaries and marketers using our skills in the industry of insurance.


Meet Our Leadership Team

Leadership Teamphoto

Learn more about our leadership team:

Martin's Bio

Neil's Bio

Becky's Bio