Skip to Content
chevron-left chevron-right chevron-up chevron-right chevron-left arrow-back star phone quote checkbox-checked search wrench info shield play connection mobile coin-dollar spoon-knife ticket pushpin location gift fire feed bubbles home heart calendar price-tag credit-card clock envelop facebook instagram twitter youtube pinterest yelp google reddit linkedin envelope bbb pinterest homeadvisor angies

About

An Easy Firm to Know

An Easier One to Trust
img-mod

Meet Our Team

We would be honored with the opportunity to get to know you. Schedule a free consultation with our team today and let us show you why entrusting your wealth management to WhiteStone might just be the best decision you make this year.

patrick-j-lynch-img
Patrick J. Lynch III

Senior Partner, CFS

steve-j-markey-img
Steve J. Markey

Managing Partner, CPA

Scott-h
Scott J. Langham

V.P. of Investments

george-luhn-img
George Luhn

Associate

dawn-m-pollentier-img
Dawn M. Caldwell

Office Administrative Manager

coty-mcpartlin-img
Coty McPartlin

Executive Assistant

Let’s Talk About You. Schedule Your Free Consultation Today.

Call Now
Back to the top

Check the background of your financial professional on FINRA’s BrokerCheck.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services offered through Arkadios Wealth. WhiteStone Wealth Management and Arkadios are not affiliated through any ownership.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Securities offered through Arkadios Capital. Member FINRA/SIPC advisory services offered through Arkadios Wealth. WhiteStone Wealth Management and Arkadios are not affiliated through any ownership.

Funnel Boost Media

© 2024 WhiteStone Wealth Management Services. All Rights Reserved.