RoseStone Wealth Advisors

Advisors

Havard Lyons

Havard Lyons

CFP®, CIMA®, ChFC®, APMA®, CRPC®

Private Wealth Advisor

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

Wendell Whetstone

CFP®, MBA, CRPC®, APMA®

Private Wealth Advisor

Chief Financial Officer of RoseStone Wealth Advisors
Visit Wendell Whetstone's website
Megan Feulner-Hauser

Megan Feulner-Hauser

CFP®, CRPC®, APMA®, CDFA®, MPASSM

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Megan Feulner-Hauser's website
Will Street

Will Street

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Will Street's website
Christopher Steinsholt

Christopher Steinsholt

MBA, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Christopher Steinsholt's website
Chad Boisseau

Chad Boisseau

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Chad Boisseau's website
Sara Whetstone

Sara Whetstone

Associate Financial Advisor

Financial Planning Specialist
Visit Sara Whetstone's website
Chad Hauser

Chad Hauser

APMA®, CRPC®

Associate Financial Advisor

Visit Chad Hauser's website

Team

Stafford Lyons

Stafford Lyons

Office Manager,

Paraplanner

Qualifications

  • Bachelor of Science, Business Administration, Centanary College
  • Minor in Economics, Centenary College
View more
DeAnn McNeil

DeAnn McNeil

Client Relationship Manager

Kim Whetstone

Kim Whetstone

Client Service Coordinator

Sara Jones

Sara Jones

Client Relationship Manager

Joseph Goel

Joseph Goel

Investment Specialist

Brett Howes

Brett Howes

Client Relationship Manager

Katherine Espinoza

Katherine Espinoza

Client Service Coordinator

Evan Myers

Evan Myers

Client Service Coordinator