Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Small Business
  • Investment Management
  • Tax Planning Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Awards & recognition

  • RoseStone Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2025-2026
  • Havard Lyons, Forbes Best-in-State Wealth Advisors, 2021-2025
  • Havard Lyons, Financial Times 400 Top Financial Advisers, 2020
  • Havard Lyons, Ameriprise Circle of Success, 2017, 2019-2022
  • Havard Lyons, Ameriprise Circle of Success Diamond Ring, 2024
  • Havard Lyons, Ameriprise Circle of Success Chairman’s Advisory Council, 2018, 2022-2024
  • RoseStone Wealth Advisors, Ameriprise Client Experience Award, 2021-2024
  • Havard Lyons, AdvisorHub Advisors to Watch (under $1Bil), 2023
  • Havard Lyons, AdvisorHub Advisors to Watch (over $1Bil), 2024-2025

Community participation

Volunteering at The Food Bank of Northwest LA
Volunteering at The Food Bank of Northwest LA

At RoseStone Wealth Advisors, we believe in giving back to the communities we serve in Tulsa, OK, Shreveport, LA, Metairie, LA, and Hattiesburg, MS. Our passion for community and service drives our involvement with impactful organizations like First Priority ArkLaTex, Shreveport Green, Northwest Louisiana Food Bank, and The Hub. Through outreach and volunteer efforts, we strive to make a lasting difference and strengthen the neighborhoods we call home.

Our team is made up of real people, locals who care deeply and actively serve as proud members of our community.
Check out our Events page to see what we’re participating in next!

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