StoneStack Strategies

At Stonestack Strategies, we believe in building things that last. The name comes from the kind ancient granite formations I climbed as a child in the Rockies, prominent and enduring. Whether it's protecting what you've built or laying the foundation for what's next, we're here to help. Our roots are in life insurance and financial strategies—tools designed to guard against the unexpected and give people peace of mind. Over time, that mission expanded. As technology reshapes the world, we've leaned into AI—not just as a buzzword, but as a tool to create lasting value. From implementation to marketing, we're exploring how these new tools can help individuals and small businesses build with confidence. We don't pretend to have all the answers, and we're not afraid to evolve. What stays constant is our commitment to helping others build wisely—protecting what matters, and embracing the new with thought and care. We're stacking stones, one at a time.

To build a legacy of value—for myself and those I serve. I believe in win-win or no deal. My work is about protection, growth, and adaptation: helping people safeguard what they've built, navigate change, and create something that lasts. Every move should leave the world a little better than I found it.

• Win-Win or No Deal We only pursue opportunities where everyone can benefit. Integrity comes before profit.
• Learn Relentlessly We embrace change and curiosity. Growth—for ourselves and our clients—is non-negotiable.
• Protect the Foundation We help people safeguard what they've worked for, so they can build with confidence.
• Serve with Purpose We aim to leave every person, business, and interaction better than we found it.
• Think Long-Term Legacy matters. We make decisions with the future in mind—for families, businesses, and communities.