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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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.
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.
M.A. in Industrial/Organizational Psychology from Louisiana Tech University
Industry experience since 2020
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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