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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Cassie Eads

    Schedule Onboarding for You and Your Team

"Hi, I’m Cassie Eads, your first point of contact at Stonewood! New to Stonewood? I’m here to help you get settled in, show you around, and make sure you know where to find everything you need to get started. I’ll be your go-to resource during onboarding, so don’t hesitate to reach out with any questions!"

  502.323.0385    |     Email Me

Matthew Sieja

    Schedule Coaching for You and Your Team

"Hi, I’m Matthew Sieja, and I’m here to help you make the most of your membership and turn our resources into opportunities for your practice. Whether you need guidance, want to talk through a strategy, or have questions about your numbers, I’m here to help. Reach out anytime or schedule coaching with me."

  502.553.6341    |     Email Me

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Eddie Smith 

  Schedule Software Coaching & Training

"Hi, I'm Eddie Smith, and I'm here to help you get the most out of our software and reports. Whether you have a quick question or want to dive deeper into the calculations and methodology behind the results, feel free to schedule a one-on-one call with me."

   502.791.6314     |     Email Me

Get Assistance With Case Design & Strategy

Neil Contact

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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