RoseStone Wealth Advisors

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

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Advisors

Havard Lyons

CFP®, CPWA®, ChFC®, CLU®

Private Wealth Advisor

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

Wendell Whetstone

MBA, CFP®, APMA

Private Wealth Advisor

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

Douglas Lawrence

MBA

Financial Advisor

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

Daniel Bickerstaff

CFP®, ChFC®, APMA

Financial Advisor

Visit Daniel Bickerstaff's website

Megan Feulner-Hauser

CFP®, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Megan Feulner-Hauser's website

Zack Napier

MBA

Financial Advisor

Visit Zack Napier's website

Will Street

CFP®, CRPC, AAMS, APMA

Financial Advisor

Visit Will Street's website

Mike Sturm

APMA

Financial Advisor

Visit Mike Sturm's website

Christopher Steinsholt

MBA, CRPC, APMA, MPAS

Financial Advisor

Visit Christopher Steinsholt's website

Chad Boisseau

CRPC, APMA

Financial Advisor

Visit Chad Boisseau's website

WG Miller Jr

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit WG Miller Jr's website

Reynaldo Pol

CEPA®

Financial Advisor

Investment Specialist
Visit Reynaldo Pol's website

Chad Hauser

CIMA®, CPWA®, ChFC®, APMA, CRPC

Associate Financial Advisor

Visit Chad Hauser's website

Sara Whetstone

Associate Financial Advisor

Financial Planning Specialist
Visit Sara Whetstone's website


Team

Sandra Bransford

Sandra Bransford

Client Service Manager

Roles & Responsibilities

  • Tulsa Office
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Carla Douglas

Carla Douglas

Client Service Coordinator

Roles & Responsibilities

  • Tulsa Office
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Christy Pfeiffer

Christy Pfeiffer

Operations Director,

Chief Operating Officer of RoseStone Wealth Advisors

Roles & Responsibilities

  • Tulsa Office
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De Snyder

De Snyder

Client Service Specialist

Roles & Responsibilities

  • Tulsa Office
  • Part-Time
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