Meet the Team
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. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.
Paul Buckle, CPA CFP® Founder, CEO & Financial Advisor
With more than a decade of experience in the financial services industry, Paul founded Lionhead Financial Planning to help people work toward their retirement dreams through a well-thought-out financial strategy using a variety of investments and insurance products and services.
Paul previously worked for PricewaterhouseCoopers before transitioning into personal financial planning. He is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional, and he serves the Asheville, North Carolina, and Greenville, South Carolina, region. Paul earned his bachelor of business administration and master of accounting from Florida Atlantic University.
After growing up in South Africa, Paul now lives in Fletcher, North Carolina, with his with his wife, Nikki, daughter, Gianna, and son, Liam. He loves to explore the outdoors through hiking, camping and scuba diving.
Tax advisory services provided through Paul Buckle CPA, PC. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S.
Insurance products are offered through the insurance business Lionhead Financial Planning. LionHead Financial Planning is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Lionhead Financial Planning are not subject to investment Advisor requirements.
Crystal Pace Director of Client Service
Helping people with some of the most important decisions of their lives is a blessing and life calling for Crystal. She has spent almost a decade assisting individuals and families with their retirement, formerly as an estate planning paralegal, assisting aid to lawyers and more recently as director of client services 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.
Crystal is a licensed life and accident & health or sickness insurance producer for the state of North Carolina. She resides in Oakley and enjoys cooking, reading and weight lifting.
Ready to take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.
