RoseStone Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Havard Lyons, Private Wealth Advisor serving the Tulsa, OK area - Ameriprise Advisors

Havard Lyons

CFP®, ChFC®, APMA®, CRPC®, CLU®

Private Wealth Advisor

Chief Executive Officer of RoseStone Wealth Advisors
Visit Havard Lyons's website
Wendell Whetstone, Private Wealth Advisor serving the Tulsa, OK area - Ameriprise Advisors

Wendell Whetstone

CFP®, MBA, APMA®

Private Wealth Advisor

Chief Financial Officer of RoseStone Wealth Advisors
Visit Wendell Whetstone's website
Douglas Lawrence, Financial Advisor serving the Tulsa, OK area - Ameriprise Advisors

Douglas Lawrence

MBA, CRPC®, APMA®

Financial Advisor

Managing Partner of RoseStone Wealth Advisors
Visit Douglas Lawrence's website
Daniel Bickerstaff, Financial Advisor serving the Tulsa, OK area - Ameriprise Advisors

Daniel Bickerstaff

CFP®, ChFC®, APMA®

Financial Advisor

Visit Daniel Bickerstaff's website
Megan Feulner-Hauser, Financial Advisor serving the Tulsa, OK area - Ameriprise Advisors

Megan Feulner-Hauser

CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Megan Feulner-Hauser's website
Zack Napier, Financial Advisor serving the Tulsa, OK area - Ameriprise Advisors

Zack Napier

MBA

Financial Advisor

Visit Zack Napier's website
Will Street, Financial Advisor serving the Tulsa, OK area - Ameriprise Advisors

Will Street

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Will Street's website
Christopher Steinsholt, Financial Advisor serving the Tulsa, OK area - Ameriprise Advisors

Christopher Steinsholt

MBA, CRPC®, APMA®, MPASSM

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Christopher Steinsholt's website
Chad Boisseau, Financial Advisor serving the Tulsa, OK area - Ameriprise Advisors

Chad Boisseau

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Chad Boisseau's website
Mike Sturm, Financial Advisor serving the Tulsa, OK area - Ameriprise Advisors

Mike Sturm

APMA®

Financial Advisor

Visit Mike Sturm's website
Blake Johnson, Financial Advisor serving the Tulsa, OK area - Ameriprise Advisors

Blake Johnson

CPA

Financial Advisor

Visit Blake Johnson's website
Chad Hauser, Associate Financial Advisor serving the Tulsa, OK area - Ameriprise Advisors

Chad Hauser

CIMA®, CPWA®, APMA®, CRPC®

Associate Financial Advisor

Visit Chad Hauser's website
Sara Whetstone, Associate Financial Advisor serving the Tulsa, OK area - Ameriprise Advisors

Sara Whetstone

Associate Financial Advisor

Financial Planning Specialist
Visit Sara Whetstone's website
Matt Howeth, Associate Financial Advisor serving the Tulsa, OK area - Ameriprise Advisors

Matt Howeth

APMA®

Associate Financial Advisor

Visit Matt Howeth's website
Reynaldo Pol, Financial Advisor serving the Tulsa, OK area - Ameriprise Advisors

Reynaldo Pol

Financial Advisor

Investment Specialist
Visit Reynaldo Pol's website

Team

Sandra Bransford

Sandra Bransford

Client Service Specialist

Whitley Doss

Whitley Doss

Marketing Manager

Carla Douglas

Carla Douglas

Administrative Assistant

Bethany Kelley

Bethany Kelley

Administrative Assistant

Tim Linthicum

Tim Linthicum

Paraplanner

Christy Pfeiffer

Christy Pfeiffer

Operations Manager