Lionstone Wealth Group

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

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Jacob Francis

Owner/President

(719) 867-8547

jake@lionstonewealth.com

My primary goal is to help serious, individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to plan for retirement, save for a child’s college education, reduce taxes or prepare...

Christian Pineda

Financial Advisor

Christian@lionstonewealth.com

Diane Broman

Client Service Representative

Diane@lionstonewealth.com

Sue Witcher

Client Service Representative

sue@lionstonewealth.com

Joshua Bailey

Director of Operations

719-867-8547

joshua@lionstonewealth.com

Joshua has worked in banking and financial services for over a decade, most recently as the manager of the Canon City US Bank branch. Outside of work, he is married to Makayla and they have a young son, Elias. He also serves as a...

Our team approach adds perspective to all we do and provides increased benefits to our clients.