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
-
Levi Rogeness
Financial Advisor
-
Megan Helm
Client Services Manager
-
Kristen Crystal
Tax Prep Specialist