RoseStone Wealth Advisors

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for RoseStone Wealth Advisors
Team photo for RoseStone Wealth Advisors

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Advisors

Havard Lyons

CFP®, CIMA®, CPWA®, ChFC®, CLU®

Private Wealth Advisor

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

Wendell Whetstone

MBA, CFP®, CRPC, APMA

Private Wealth Advisor

Chief Financial Officer of RoseStone Wealth Advisors
Visit Wendell Whetstone's website

Douglas Lawrence

MBA, CRPC, APMA

Financial Advisor

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

Chad Boisseau

CRPC, APMA

Financial Advisor

Visit Chad Boisseau's website

Ethan Whitfield

Financial Advisor

Visit Ethan Whitfield's website

Craig Marcello

ChFC®, MBA

Financial Advisor

Business Development Director
Visit Craig Marcello's website


Team

Christy Pfeiffer

Christy Pfeiffer

Operations Director,

Chief Operating Officer of RoseStone Wealth Advisors

Roles & Responsibilities

  • Tulsa Office
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Spencer Burden

Spencer Burden

Client Service Specialist

Roles & Responsibilities

  • Hattiesburg Office
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