RoseStone Wealth Advisors

At RoseStone Wealth Advisors in Shreveport, our mission is simple: turning complexity into more clarity through thoughtful personal guidance. We believe true financial planning starts with understanding you; your goals, your family, and your vision for the future.

Our approach is client-focused, proactive, and designed to help create more confidence in every decision.

Our team philosophy centers on building deep relationships and delivering plans that simplify complexity without sacrificing technical rigor. We integrate wealth management with life priorities and investment advice to help high-net-worth families and business owners achieve more clarity and continuity. Whether you need estate planning and wealth transfer, tax-aware strategies, business succession planning, or multi-generational wealth management, we provide detailed guidance tailored to your unique priorities.

We live by our core values every day:

Commitment – We commit to doing the right things.

Dependability – We keep our commitments.

Kaizen – We focus on continuous learning and improvement.

Adaptability – We work through change with resilience.

Honor – We treat people with dignity and respect.

At RoseStone Wealth Advisors in Shreveport, you will experience a planning process that is transparent, approachable, and centered on what matters most to you. Our goal is to give you more clarity, confidence, and a trusted partner for every stage of life.

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

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Advisors

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®, CFS®

Financial Advisor

Visit Daniel Bickerstaff's website

Megan Feulner-Hauser

CFP®, BFA™, CRPC™, APMA®, MPAS™

Financial Advisor

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

Will Street

CFP®, CRPC™, AAMS®, APMA®

Financial Advisor

Visit Will Street's website

Mike Sturm

APMA®, CRPC™

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

Blake Johnson

Financial Advisor

Visit Blake Johnson's website

Chad Hauser

CIMA®, CPWA®, ChFC®, APMA®, CRPC™

Associate Financial Advisor

Investment Specialist
Visit Chad Hauser's website

Sherricka Jones

MBA, CRPC™, APMA®

Associate Financial Advisor

Visit Sherricka Jones's website

Albert E Akpaloo

MBA, APMA®, CRPC™

Associate Financial Advisor

Visit Albert E Akpaloo's website

Spencer Burden

CRPC™, APMA®

Associate Financial Advisor

Visit Spencer Burden's website

Mary Terino

AAMS®, CFS®

Associate Financial Advisor

Financial Planning Manager
Visit Mary Terino's website


Team

Sandra Bransford

Sandra Bransford

Client Service Specialist

Personal Intro

Sandra has been part of RoseStoneWealth Advisors since 2018, bringing more than a decade of prior experience in banking and insurance. Sandra enjoys spending time with her family and exploring local antique shops.

Roles & Responsibilities

  • Tulsa Office
  • Builds trusting client relationships through consistent, proactive, personable communication.
  • Delivers a seamless onboarding experience by managing paperwork and service requests with accuracy and efficiency.
  • Support advisors with day-to-day administrative tasks
  • Maintains up-to-date, compliant client records and supports client follow-through.
  • Manages processes and communications with Ameriprise Home Office and external partners
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Sara Jones

Sara Jones

Executive Assistant,

Client Service Specialist

Personal Intro

With background in customer service, and advanced graduate‑level studies in Psychology, she is committed to clear communication, strong client relationships, and effective operational support. Joining the firm in 2020 as her first role after completing graduate school, she now focuses on development, leadership, and organizational continuity. She's passionate about teamwork, projects and leading by example.

Qualifications

  • M.A. in Industrial/Organizational Psychology from Louisiana Tech University

  • Industry experience since 2020

Roles & Responsibilities

  • Support clients with money movement, estate needs, and admin requests
  • Coordinate communication across clients, team, and external partners
  • Oversee and adjust team calendars as needed
  • Assist with projects that enhance efficiency and client experience
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DeAnn McNeil

DeAnn McNeil

Client Service Specialist,

Client Relationship Specialist

Personal Intro

DeAnn has worked in the financial industry for over 18 years and joined RoseStone in 2017. She thrives on building personal relationships and helping clients feel supported every step of the way. Outside of work, she enjoys life with her better half, James, and her three boys. Whether traveling for sports or relaxing at the beach, time with family is her favorite investment.

Roles & Responsibilities

  • Build and maintain strong relationships with clients through consistent, caring communication
  • Assist with client onboarding, paperwork, and service requests with accuracy and efficiency
  • Manage scheduling, confirmations, and follow-ups for advisor meetings
  • Ensure client information and records are up to date and compliant
  • Support advisors with day-to-day administrative tasks and client follow-through
  • Anticipate client needs and solve issues with professionalism and a personal touch
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De Snyder

De Snyder

Client Service Coordinator

Personal Intro

After a long career in corporate order management, De was ready for something new and found her fit in client service. With a calm presence and eye for detail, she supports both clients and advisors with care and precision. Whether organizing behind the scenes or offering a warm welcome, De helps make every interaction smooth, thoughtful, and personal.

Roles & Responsibilities

  • Tulsa Office
  • Part-Time
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Carla Douglas

Carla Douglas

Client Service Coordinator

Personal Intro

Carla supports clients and advisors with steady attention and a thoughtful, behind-the-scenes approach. She finds purpose in problem-solving and enjoys learning new tools that help things run more smoothly. Outside of work, you’ll likely find her recharging with her favorite furry companion, CeCe, or unwinding in her own quiet way.

Roles & Responsibilities

  • Prepare detailed client review materials and meeting prep
  • Coordinate scheduling for client and advisor appointments
  • Answer and direct incoming calls with care and efficiency
  • Create and organize client-facing documents and reports
  • Provide administrative and workflow support to advisors
  • Seek out new tools and processes to improve team efficiency
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Katie Espinoza

Katie Espinoza

Client Concierge

Personal Intro

Kate is often the first friendly voice clients hear and the first face they see when they visit the office. She helps create a warm, welcoming experience while keeping everything running smoothly behind the scenes. Outside of work, she enjoys relaxing with her pup, Gabby Sue, and rewatching Pride & Prejudice or episodes of Outlander over a plate of her favorite Mexican food.

Roles & Responsibilities

  • Welcome clients and create a positive in-office experience
  • Answer and route incoming calls with warmth and professionalism
  • Schedule and reschedule client meetings with efficiency
  • Prepare the office for client visits and meetings
  • Ensure client needs are communicated to the advisory team
  • Support day-to-day operations with a focus on service and care
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Kim Whetstone

Kim Whetstone

Administrative Assistant

Roles & Responsibilities

  • Shreveport Office
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Evan Myers

Evan Myers

Paraplanner,

Investment Operations Coordinator

Personal Intro

Evan brings precision, calm, and a steady focus to his work on the trade desk. Whether placing trades or managing account activity, he helps ensure everything runs smoothly behind the scenes. Known as “The Market Maestro,” he supports both clients and advisors with thoughtful attention and a strong commitment to accuracy where it matters most.

Roles & Responsibilities

  • Execute trades for discretionary and non-discretionary accounts
  • Maintain accuracy and updates within investment models
  • Manage money movement in and out of client accounts
  • Oversee and enhance the client service experience
  • Ensure timely and compliant execution of investment instructions
  • Support advisors with trade-related reporting and operations
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Christy Pfeiffer

Christy Pfeiffer

Operations Manager

Roles & Responsibilities

  • Tulsa Office
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Stafford Lyons

Stafford Lyons

Senior Project Manager,

Paraplanner

Roles & Responsibilities

  • Shreveport Office
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Jacob Snead

Jacob Snead

Executive Assistant,

Data & Reporting Analyst

Personal Intro

Jacob combines his love for numbers, systems, and problem-solving to support the team behind the scenes. Known for his calm efficiency and creative thinking, he helps keep people, schedules, and projects on track. Whether wrangling data or coordinating leadership workflows, Jacob brings steady focus and a heart for service to every part of his work.

Roles & Responsibilities

  • Coordinate executive team schedules and internal events
  • Deliver key reports and insights to advisors and staff
  • Monitor and manage CEO and CFO inboxes
  • Track follow-ups with Home Office and external partners
  • Support team operations and special projects as assigned
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Lynne Metzger, CRPC™, BFA™

Lynne Metzger, CRPC™, BFA™

Business Development Manager

Personal Intro

With decades of experience in marketing and operations, Lynne has dedicated her career to making the financial planning experience smoother, and more personal. She began her journey in 2017 at Ameriprise, developing programs that strengthened advisor–client relationships. She enjoys exploring the countryside with her husband, Don, often trading the ordinary for open roads and new views on their motorcycle.

Qualifications

  • MBA Marketing and International Business, University of Connecticut

  • Series 7

  • Series 63

  • CRPC™ Chartered Retirement Planning Counselor™

  • BFA™ - develops and improves competencies necessary to help financial professionals and clients make better decisions throughout the financial planning process.

Roles & Responsibilities

  • Develop strategies to deepen client relationships and improve experience
  • Lead annual marketing plan and ensure consistent branding
  • Identify and present growth opportunities through data insights
  • Build and manage strategic partnerships
  • Support advisor development and accountability
  • Coordinate firm-wide initiatives that support long-term business growth
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Meghan Murphy

Meghan Murphy

Administrative Assistant

Personal Intro

Meghan brings warmth, attention to detail, and a strong background in client service to her role at RoseStone. Before joining the team, she managed payroll for over 50 clients at an accounting firm and now supports both advisors and clients with care. Whether helping prep for meetings or greeting guests, Meghan is here to make every client interaction feel seamless and welcoming.

Roles & Responsibilities

  • Assist with front desk and client-facing support
  • Prepare files and materials for advisor meetings
  • Answer and route incoming phone calls
  • Coordinate pre-scheduling of client appointments
  • Maintain accurate documentation and updates
  • Deliver thoughtful, efficient support to both clients and team
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Sara Whetstone

Sara Whetstone

Paraplanner,

Financial Planning Specialist
Sarah Evans

Sarah Evans

Financial Planning Assistant

Sarah Rollins

Sarah Rollins

Human Resources Director

Personal Intro

Sarah leads people with one core belief: when a team feels valued, supported, and empowered, they show up at their best. From navigating tough conversations to building programs that promote growth, she’s passionate about cultivating a healthy culture. With experience that crosses industries and functions, from hands on operations to people strategy, Sarah brings heart, structure, and a dash of humor to the workplace.

Qualifications

  • Master’s of Jurisprudence in Labor and Employment Law – Tulane University School of Law

  • Bachelor of Business Administration – Faulkner University

  • HR Certification Institute –Senior Professional in Human Resources

  • Society for Human Resource Management – Senior Certified Professional

Roles & Responsibilities

  • Shape and execute strategic talent planning, recruitment, and succession
  • Support leaders and team members through sensitive HR matters
  • Design growth-focused learning and development programs
  • Create clear career paths and support internal mobility
  • Build policies that reflect the firm’s values and strategic goals
  • Foster a collaborative, inclusive, high-performance culture
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