Meet the Experts Behind Greenstone Wealth Management

Our dedicated team of professionals is here to provide personalized financial guidance, helping you achieve your goals with confidence. Get to know the people who are committed to your success.

Meet the Team

  • Taylor Wilson CFP®, AWMA®

    Financial Advisor

    Meet Taylor

  • Levi Rogeness

    Financial Advisor

    Meet Levi

  • Megan Helm

    Client Services Manager

  • Kristen Crystal

    Tax Prep Specialist