About
Lionhead Financial Planning

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Guidance You Can Trust

At Lionhead Financial Planning, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals.

Paul Buckle, CPA, CFP®

Meet OUr Team

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Paul Buckle, CPA CFP®

Founder & Financial Advisor

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Paul Kisielewski, CFP®

Financial Advisor

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Nikki Buckle

Operations Coordinator

Nikki Buckle

Nikki Buckle is a dedicated Operations Coordinator at Lionhead Financial Planning, where she plays a key role in streamlining operations and ensuring a smooth workflow in the office. With 14 years of experience as a pharmacist, Nikki also works part-time at Mission Hospital, leveraging her extensive medical knowledge to care for patients and provide essential support in healthcare.

In recent years, Nikki has shifted her focus to becoming more involved with her family and supporting the growth of the business at Lionhead Financial Planning. She is passionate about helping clients achieve financial success while balancing her role as a wife and mother to two wonderful and energetic children, Gianna and Liam.

Outside of her professional roles, Nikki enjoys exploring and creating new recipes, spending time outdoors hiking and camping, and being actively involved in her community. She is an enthusiastic participant in her church, school activities, and maintaining close friendships, finding joy in connecting with others and staying engaged in her local community.

Meet Nikki
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Jackson Bots

Paraplanner

Jackson Bots

Jackson grew up on the beaches of Ponce Inlet, Florida, but found his heart in the mountains after moving to North Carolina in 2017. As a Paraplanner, he provides crucial support to our financial advisors by gathering and analyzing client data, researching investment options, and assisting in the preparation of comprehensive financial plans. He holds his Series 6 and Series 63 FINRA Licenses, as well as a Life and Health Insurance License.

A graduate of Appalachian State University, Jackson earned a BA in International Economics. When he’s not diving into financial strategies, you can find him cooking, hiking, fishing, or enjoying a round of golf or tennis—balancing his analytical skills with an active and adventurous lifestyle.

Meet Jackson
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Crystal Pace

Director of Marketing

Crystal Pace

Helping people with some of the most important decisions of their lives is a blessing and life calling for Crystal. She has spent over a decade assisting individuals and families with their estate planning and retirement, formerly as an estate planning paralegal, and more recently as director of client services and marketing in the financial industry.

A WNC native, Crystal has a Bachelor of Science from UNC Asheville. After graduating, she worked for the North Carolina Division of Air Quality as its ozone action day coordinator before moving to Bar Harbor, Maine.

For several years, she served as a nonprofit consultant and campaign manager, helping nonprofits in Maine, North Carolina, South Carolina and Tennessee improve their business practices and secure millions of dollars for capital projects and programs.

Crystal is a licensed life and accident & health or sickness insurance producer for the state of North Carolina. She resides in Oakley with her husband, Robert, and enjoys cooking, reading and travelling.

Meet Crystal
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At Lionhead Financial Planning, we are dedicated to helping individuals, families, and businesses achieve financial security and long-term prosperity.

Our mission is to provide personalized financial advice that empowers our clients to make informed decisions and reach their financial goals with confidence. That’s why we take the time to listen, assess, and create customized strategies tailored to each client’s unique needs - whether it's wealth management, retirement planning, tax planning, income planning, or estate planning.

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What Makes Us Different

We take pride in setting ourselves apart from conventional advisors.

With years of experience in the financial industry, our team of seasoned professionals understands that financial planning is not a one-size-fits-all process.

Our commitment to transparency, integrity, and client-focused service sets us apart. We believe that trust is the foundation of every successful financial relationship, and we work tirelessly as a team to ensure that our clients feel supported every step of the way.

Whether you’re planning for your future, growing your wealth, or securing your legacy, Lionhead Financial Planning is here to guide you with advice and a steadfast commitment to your financial success.

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Specialization in Retirement Planning

Our focus lies in retirement planning, dedicated to optimizing your financial situation both pre- and post-retirement.

Expertise in Tax Planning

We incorporate careful tax minimization strategies into all aspects of our services.

Comprehensive Knowledge of Social Security

We have in-depth knowledge of ways to help to maximize Social Security benefits, which are likely to be a crucial part of the foundation of your retirement

Independence

As an independent firm, we have no affiliations with banks, brokerages, or insurance companies. This independence empowers us to provide unbiased and comprehensive advice, free from any external pressures.

Professional Credentials

In addition to substantial professional experience, Paul Buckle holds industry designations that are crucial for tax-efficient retirement planning and investment management:

Let’s build your financial future together.

Ready to take control of your financial future?

Contact us to schedule a visit and learn how we can help you reach your goals with a customized financial plan. Let us help you navigate the complexities of your financial world, so you can focus on what matters most.