RoseStone Wealth Advisors

Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.



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
Douglas Lawrence

Douglas Lawrence

MBA, CRPC®, APMA®

Financial Advisor

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

Terry Blackman

RICP®

Financial Advisor

Visit Terry Blackman's website
Christopher Steinsholt

Christopher Steinsholt

MBA, CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Christopher Steinsholt's website
Will Street

Will Street

CRPC®, AAMS®, APMA®

Associate Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Will Street's website
Chad Boisseau

Chad Boisseau

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Chad Boisseau's website

Team

Stafford Lyons

Stafford Lyons

Office Manager,

Paraplanner

Qualifications

  • Bachelor of Science, Business Administration, Centenary College
  • Minor in Economics, Centenary College
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Sara Whetstone

Sara Whetstone

Associate Financial Advisor

DeAnn McNeil

DeAnn McNeil

Client Service Coordinator

Chris Yearwood

Chris Yearwood

Client Service Coordinator

Kim Whetstone

Kim Whetstone

Client Service Coordinator

Sara Jones

Sara Jones

Client Service Coordinator

Joseph Goel

Joseph Goel

Operations Specialist