Connecting With Stonewood

Schedule Onboarding, Coaching & Training

For time-sensitive support, you can email support@stonewoodfinancial.com or call 502-588-7155 for help.

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New to Stonewood? Start here.

Cassie Eads

    Schedule Onboarding for You and Your Team

  • Learn to use the platform
  • Get a tour of Stonewood resources
  • Run your first report
  • Customize our tools for practice

  502.323.0385    |     Email Me

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Need help with a client case?

Matthew Sieja

    Schedule Coaching for You and Your Team

  • Optimize your client's report
  • Get guidance on client meeting strategy
  • Talk through presentation best practices

  502.553.6341    |     Email Me

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Questions about report data & outputs? 

Eddie Smith

  Schedule Software Coaching & Training

  • Enhance report inputs and outputs

  • Get assistance with report math and data

  • Troubleshoot issues with a client report

   502.791.6314     |     Email Me

Get Assistance With Case Design & Strategy

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Neil Wilding, COO
Get help with case design and complex strategies.

   Schedule Coaching

  502.718.8085   |     Email Me

Becky Swansburg, CEO
Get help with messaging and communication.

  502.418.9452

  Email Me

Get Assistance With Marketing & Events

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Laura Deignan

Director of Marketing & Technology

Get help with books, RTB customization and marketing resources. 

   502.384.8264   |       Email Me

 Schedule a Call

 

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Delphine Evans

CAO & Director of Events

Get help with Stonewood live events.

   502.308.1495  |       Email Me

 

Know another advisor that Stonewood could help? Interested in upgrading your membership?
Click here to schedule a call with me. 

- Tyler Randall
National Sales Director

Tyler