About Stonewood

Who We Are

Stonewood Financial was born out of a belief that complex things can be made simple and meaningful. Our reports, training and marketing materials do away with “financial speak” and hone in on the emotions and logic that lead people to make smart financial decisions.

The result? Total transformation of your practice.

If our approach feels different, it’s because we are different. Our team has run insurance companies, worked at the White House, and built wholesale teams throughout the financial industry. Learn more about the Stonewood team below.