Your Financial Planning Team

At Waterstone Private Wealth Management, we treat you like family. Our experienced team is committed to you and your family and we strive to exceed your expectations for service every day.

Meet our Oklahoma Team     Meet our National Team

Chief Investment Officers
Melanie Hasty-Grant

Melanie Hasty-Grant

Founding Partner, Wealth Advisor, and Registered Social Security Analyst
Ken Grant

Ken Grant

Partner & Wealth Advisor
Team Members
Tiffany Chaney

Tiffany Chaney

Customer Service Specialist
Donisha Lane

Donisha Lane

Retirement Planning Concierge
Jessica Pugh

Jessica Pugh

Customer Service Representative
Advanced Solutions Team
Patrick Carter

Patrick Carter

CPA

Private Client Planning Manager
Sarah Duey

Sarah Duey

JD, CTFA, CAPⓇ

Vice President, Trust Services
Michael Gruidel

Michael Gruidel

Paraplanner
Jamie Hopkins

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Managing Director, Carson Coaching
Jody Jackson

Jody Jackson

FPQP™

Paraplanner
Chris Oppliger

Chris Oppliger

CPA

Director of Tax Planning
Mark Petersen

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning
Beth Schanou

Beth Schanou

JD

Senior Wealth Planner
Krista Thompson

Krista Thompson

CPA

Senior Wealth Planner
Erin Wood

Erin Wood

CFP®, CRPC®, FBS®

Senior Vice President, Financial Planning and Advanced Solutions
Ryan Yamada

Ryan Yamada

CFP®

Planner
Investments
Saumen Chattopadhyay

Saumen Chattopadhyay

CFA®, CPA

Chief Investment Officer, Carson Partners
Scott Kubie

Scott Kubie

CFA®

Senior Investment Strategist
Jessica Golson

Jessica Golson

CIPM

Vice President, Investment Operations and Performance
Mike Lawrence

Mike Lawrence

Portfolio Manager
Vishnu Lekraj

Vishnu Lekraj

Co-Portfolio Manager
Josh Russell

Josh Russell

Portfolio Manager
Patrick Sittner

Patrick Sittner

Portfolio Strategist
Sonu Varghese

Sonu Varghese

Senior Investment Analyst
Research Department
Saumen Chattopadhyay

Saumen Chattopadhyay

CFA®, CPA

Chief Investment Officer, Carson Partners
Brett Carson

Brett Carson

CFA®

Director of Research
Jake Bleicher

Jake Bleicher

CFA®

Co-Portfolio Manager
Kellie L. Duffy

Kellie L. Duffy

Senior Trade Operations Analyst
Jeff Harris

Jeff Harris

Senior Mergers & Acquisitions Analyst
Todd Knott

Todd Knott

Senior Institutional Trader
Jordan Pieper

Jordan Pieper

Trading Specialist
Drew Reisdorff

Drew Reisdorff

Senior Trader
Kaleigh Sanders

Kaleigh Sanders

Trading Operations Analyst
Matthew (Matt) Smith

Matthew (Matt) Smith

Senior Trader
Kevin Zlomke

Kevin Zlomke

Director of Trading
Alyssa Zuck

Alyssa Zuck

Trade Operations Analyst