Our Team
 Joseph Stone CLU,ChFC
Principal
joe@stonefinancialgroup.net
Joe Stone has more than 37 years experience delivering financial services to businesses and individuals. Prior to forming Stone Financial Group, 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 10 years.
Joe uses a comprehensive approach working with his clients; carefully evaluating each client’s unique needs and recommending the appropriate solution for the client’s financial goals.
He is graduate of Bradley University in Peoria,Illinois
Joe is an avid cyclist, hot power yoga enthusiast, as well as seasoned traveler. He enjoys annual family adventure trips with his wife Susan, and sons Ethan and Jamie. Joe currently serves on the executive board of JNF New England and on the New England board of the American Liver Foundation
Conference Center Information
Jamie Asher Stone,CLU
Jamie had the benefit of growing up in a financial services family where dinner time conversation often included discussions of financial planning alternatives and tax issues. His father, Joe, is a successful financial advisor in Boston and his mother, Susan, was a pioneer in the tax and financial planning fields. With these role models, Jamie has been able to quickly grasp many complex concepts and ideas becoming wise beyond his years.
Jamie has been in the financial services industry for more than 7 years. He had his first crack at it as a college agent with Northwestern Mutual, but, soon realized it is not a part time job and college should be his first priority. He went on to get his degree, a Bachelor of Science and Business Administration in Economics with an emphasis on international economic markets from the University of Denver.
After a year of work and travel in Europe, Jamie moved back to Denver to start his career at Wealth Strategies Group, LLC, an affiliate of the Guardian Life Insurance Company of America. He furthered his education achieving the Chartered Life Underwriter(CLU) designation.
Jamie has recently joined forces with his father Joe, to form Stone Financial Group, with over 40 years of combined experience and offices in Denver and Boston. They assist closely-held business owners and individuals find solutions to the complex problems of financial planning involving insurance, retirement, investments, estate and business continuity.
Jamie enjoys the outdoor life of sunny Colorado. He is an avid skier, cyclist, adventurer, and runner, having completed both the Boston and New York Marathons.
Jamie A.Stone, CLU
Stone Financial Group
3200 Cherry Creek S. Dr., Ste 200
Denver , CO 80209
Ph: 720.404.7526
Fax: 781.740.1402
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