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

Advisor photo for Havard Lyons

Havard Lyons

CFP®, CIMA®, ChFC®, CLU®, CPWA®

Private Wealth Advisor

Chief Executive Officer of RoseStone Wealth Advisors
Visit Havard Lyons's website
Advisor photo for Wendell Whetstone

Wendell Whetstone

MBA, CFP®, CRPC, APMA

Private Wealth Advisor

Chief Financial Officer of RoseStone Wealth Advisors
Visit Wendell Whetstone's website
Advisor photo for Douglas Lawrence

Douglas Lawrence

MBA, CRPC, APMA

Financial Advisor

Managing Partner of RoseStone Wealth Advisors
Visit Douglas Lawrence's website
Advisor photo for Daniel Bickerstaff

Daniel Bickerstaff

CFP®, ChFC®, APMA

Financial Advisor

Visit Daniel Bickerstaff's website
Advisor photo for Megan Feulner-Hauser

Megan Feulner-Hauser

CFP®, BFA, CRPC, APMA, MPAS

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Megan Feulner-Hauser's website
Advisor photo for Zack Napier

Zack Napier

MBA

Financial Advisor

Visit Zack Napier's website
Advisor photo for Will Street

Will Street

CFP®, CRPC, AAMS, APMA

Financial Advisor

Visit Will Street's website
Advisor photo for Mike Sturm

Mike Sturm

APMA

Financial Advisor

Visit Mike Sturm's website
Advisor photo for Chad Boisseau

Chad Boisseau

CRPC, APMA

Financial Advisor

Visit Chad Boisseau's website
Advisor photo for WG Miller Jr

WG Miller Jr

Financial Advisor

Visit WG Miller Jr's website
Advisor photo for Blake Johnson

Blake Johnson

Financial Advisor

Visit Blake Johnson's website
Advisor photo for Matt Howeth

Matt Howeth

APMA

Associate Financial Advisor

Visit Matt Howeth's website
Advisor photo for Reynaldo Pol

Reynaldo Pol

Financial Advisor

Investment Specialist
Visit Reynaldo Pol's website
Advisor photo for Chad Hauser

Chad Hauser

CIMA®, CPWA®, ChFC®, APMA, CRPC

Associate Financial Advisor

Visit Chad Hauser's website
Advisor photo for Sara Whetstone

Sara Whetstone

Associate Financial Advisor

Financial Planning Specialist
Visit Sara Whetstone's website
Advisor photo for Ethan Whitfield

Ethan Whitfield

Financial Advisor

Visit Ethan Whitfield's website
Advisor photo for Craig Marcello

Craig Marcello

ChFC®, MBA

Financial Advisor

Business Development Director
Visit Craig Marcello's website


Team

Katie Espinoza

Katie Espinoza

Administrative Assistant,

Client Concierge

Roles & Responsibilities

  • Shreveport Office
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Joey Goel

Joey Goel

Investment Specialist

Roles & Responsibilities

  • Shreveport Office
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Brett Howes

Brett Howes

Client Service Manager

Roles & Responsibilities

  • Shreveport Office
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Sara Jones

Sara Jones

Client Service Manager,

Executive Assistant

Roles & Responsibilities

  • Shreveport Office
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Stafford Lyons

Stafford Lyons

Office Manager

Roles & Responsibilities

  • Shreveport Office
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DeAnn McNeil

DeAnn McNeil

Client Service Manager

Roles & Responsibilities

  • Shreveport Office
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Evan Myers

Evan Myers

Client Service Specialist

Roles & Responsibilities

  • Shreveport Office
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Amanda Rich

Amanda Rich

Business Development Specialist

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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Kim Whetstone

Kim Whetstone

Client Service Specialist

Roles & Responsibilities

  • Shreveport Office
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