Stonebriar Wealth, LLC

Joe Strom is a financial advisor at Stonebriar Wealth, LLC in Lehi, UT, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Stonebriar Wealth, he worked in various roles across multiple companies, including Compass Financial Management LLC and Safeguard Card. Outside of his advisory work, he owns and manages several rental properties through multiple LLCs. Stonebriar Wealth, LLC provides financial planning, discretionary investment management, and family office–style services for individual and high-net-worth clients. The firm focuses on a discovery, evaluation, and planning process to deliver individualized financial plans and portfolios, utilizing strategic and tactical asset allocation with options for separately managed accounts and ESG fund selections.

Gary Preisser is a financial advisor at Stonebriar Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Kinetic Investment Management, Inc. and Polley Wealth Management LLC. Outside of advising, he manages a bookkeeping business under Gary Preisser, Inc. Stonebriar Wealth, LLC provides financial planning, discretionary investment management, and family office–style services for individual and high-net-worth clients. The firm employs a discovery and planning process focused on asset allocation through strategic and tactical model portfolios and coordinates estate, tax, and trust services as part of its family office offering.

Kevin Calderon is a financial advisor at Stonebriar Wealth, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Vivint and FedEx. He is also involved with Vario Fund, LP, a debt fund focused on alternative instruments, where he contributes to due diligence efforts. Stonebriar Wealth, LLC provides financial planning, discretionary investment management, and family office–style services for individual and high-net-worth clients. The firm emphasizes a discovery, evaluation, and planning process, using strategic and tactical asset allocation with options for separately managed accounts and ESG fund selections.

Jordan Watts is a financial advisor at Stonebriar Wealth, LLC with four years of experience. He holds a Series 65 designation and previously worked at Vivint Solar, TMW, and Redman Van and Storage. Stonebriar Wealth, LLC provides financial planning, discretionary investment management, and family office–style services for individual and high-net-worth clients. The firm manages approximately $100 million in client assets and emphasizes asset allocation through strategic and tactical model portfolios, with options for ESG fund selections and coordination of estate, tax, and trust services.