Our Team

 

Joseph Stone, CLU, ChFC
Principal

Joe Stone has more than 38 years experience delivering financial services to businesses and individuals. Prior to forming Stone Financial Group and partnering with his son Jamie, who runs the Denver office, Joe started Partners Financial-MA in 1989. He was a general agent with Berkshire Life for more than 20 years and a district manager with Equitable Life for over ten years.

Joe uses a comprehensive approach when working with his clients. He carefully evaluates each client’s unique needs and recommends the appropriate solution for the client’s financial goals.

He is graduate of Bradley University in Peoria, IL and is an avid cyclist, hot power yoga enthusiast, and seasoned traveler. He also enjoys annual family adventure trips with his wife Susan and sons Ethan and Jamie. Joe currently serves on the executive board of Jewish National Fund New England and on the New England board of the American Liver Foundation.



Jamie Asher Stone, CLU

Jamie has more than seven years experience in the financial services industry, starting with time spent at Northwestern Mutual and Wealth Strategies Group, LLC, an affiliate of the Guardian Life Insurance Company of America. He specializes in using insurance as part of a comprehensive financial strategy for his clients, and in executive business strategies and benefit planning.

Two years ago Jamie joined forces with his father Joe to form Stone Financial Group, with over 45 years of combined experience and offices in Denver and Boston.
 
A graduate of the University of Denver, Jamie has a BSBA degree in Business Economics with an emphasis on international financial markets. To further his knowledge of international markets, as well as international food and wine, he makes it a point to travel every chance he gets to interesting spots around the world such as Guatemala, Nicaragua, and New Zealand to name a few. Jamie heads Stone Financial Group’s Denver office, and enjoys the outdoor life of sunny Colorado. He is an avid skier, cyclist, adventurer and runner who has completed both the Boston and New York marathons.