RoseStone Wealth Advisors

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

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Team photo for RoseStone Wealth Advisors
Team photo for RoseStone Wealth Advisors

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Advisors

Havard Lyons

CFP®, CIMA®, CPWA®, ChFC®, CLU®, CRPC, APMA®

Private Wealth Advisor

Chief Executive Officer of RoseStone Wealth Advisors
Visit Havard Lyons's website

Wendell Whetstone

MBA, CFP®, CRPC, APMA®

Private Wealth Advisor

Chief Financial Officer of RoseStone Wealth Advisors
Visit Wendell Whetstone's website

Douglas Lawrence

MBA, CRPC, APMA®

Financial Advisor

Managing Partner of RoseStone Wealth Advisors
Visit Douglas Lawrence's website

Daniel Bickerstaff

CFP®, ChFC®, APMA®

Financial Advisor

Visit Daniel Bickerstaff's website

Megan Feulner-Hauser

CFP®, CRPC, APMA®, MPAS

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Megan Feulner-Hauser's website

Zack Napier

MBA

Financial Advisor

Visit Zack Napier's website

Will Street

CFP®, CRPC, AAMS, APMA®

Financial Advisor

Visit Will Street's website

Mike Sturm

APMA®

Financial Advisor

Visit Mike Sturm's website

Christopher Steinsholt

MBA, CRPC, APMA®, MPAS

Financial Advisor

Visit Christopher Steinsholt's website

Chad Boisseau

CRPC, APMA®

Financial Advisor

Visit Chad Boisseau's website

WG Miller Jr

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit WG Miller Jr's website

Reynaldo Pol

CEPA®

Financial Advisor

Investment Specialist
Visit Reynaldo Pol's website

Chad Hauser

CIMA®, CPWA®, ChFC®, APMA®, CRPC

Associate Financial Advisor

Visit Chad Hauser's website

Sara Whetstone

CRPC

Associate Financial Advisor

Financial Planning Specialist
Visit Sara Whetstone's website


Team

Sandra Bransford

Sandra Bransford

Client Service Manager

Roles & Responsibilities

  • Tulsa Office
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Carla Douglas

Carla Douglas

Client Service Coordinator

Roles & Responsibilities

  • Tulsa Office
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Christy Pfeiffer

Christy Pfeiffer

Operations Director,

Chief Operating Officer of RoseStone Wealth Advisors

Roles & Responsibilities

  • Tulsa Office
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De Snyder

De Snyder

Client Service Specialist

Roles & Responsibilities

  • Tulsa Office
  • Part-Time
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