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 Omaha Team

Chief Investment Officers
Melanie Hasty-Grant

Melanie Hasty-Grant

Founding Partner & Wealth Advisor
Ken Grant

Ken Grant

Senior Partner & Wealth Advisor
Team Members
Melissa Bowlin

Melissa Bowlin

Office Manager
Tiffany Chaney

Tiffany Chaney

Customer Service Specialist
Wealth Enhancement Group
Pete Mullen

Pete Mullen

Relationship Manager
Patrick Carter

Patrick Carter

CPA

Private Client Planning Manager
Sarah Duey

Sarah Duey

Vice President, Trust Services
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

Director of Wealth and Estate Planning
Paul West

Paul West

CFP®

Managing Partner
Erin Wood

Erin Wood

CFP®, CRPC®

Vice President, Wealth Planning
Investments
Scott Kubie

Scott Kubie

CFA®

Senior Investment Strategist
Tyler Schlumpf

Tyler Schlumpf

CFA®

Director of Investment Platform
Brett Carson

Brett Carson

CFA

Director of Research
Jessica Golson

Jessica Golson

CIPM

Portfolio Analyst
Nick Guarino

Nick Guarino

Investment Strategist
Rick Jaster

Rick Jaster

Director, Systematic Equities
Nick Joyner

Nick Joyner

Senior Investment Analyst
Patrick Sittner

Patrick Sittner

Portfolio Strategist
Research Department
Tyler Schlumpf

Tyler Schlumpf

CFA®

Director of Investment Platform
Jake Bleicher

Jake Bleicher

Equity Analyst
Brett Carson

Brett Carson

CFA

Director of Research
Scott Ford

Scott Ford

RFC

Technical Strategist
Jeff Harris

Jeff Harris

Trading Operations Analyst
Todd Knott

Todd Knott

Senior Institutional Trader
Bob Wellman

Bob Wellman

Trading Specialist
Alyssa Zuck

Alyssa Zuck

Trading Specialist