Roseman Wealth Advisors
We are a team-based comprehensive financial advisory company located in Tyler, Texas, whose professionals work with clients across the country. Our mission is to help individuals and families realize that the purpose for their wealth is to facilitate their life purpose, and then guide them towards the fulfillment of that purpose in all areas of their financial life. We start with a financial plan and support that plan with sound investment management, insurance planning, and tax planning.
We are not employees of a bank, fund company, or insurance company. This gives us the freedom to do what we believe is best for our clients.
Our team is multi-generational and multi-disciplined providing collaboration and continuity.
Our team has top industry credentials in areas including Financial Planning (CFP®), Investment Management (CFA), Tax Planning (CPA), and others.
Alan Roseman
CPA,
CFP®,
CAP
Alan was born and raised in Tyler, is married to a Tylerite (Ashley), and they are now raising their 5 active kids in their hometown. The Roseman’s are members of First Baptist Church – Tyler, graduates of Baylor University, and now enjoy living and working near family and friends. Alan currently serves on the Board of Directors for the East Texas Communities Foundation. He loves coaching Little League baseball, watching sports, and traveling.
Chris Langford
CHFC,
CAP
Chris graduated from Texas A&M University. In 1985, he married Julie, also an Aggie, and they have three sons and a daughter…all Aggies. Chris is an active member of Grace Community Church and enjoys exercise, traveling and music, but is especially fond of the outdoors. Chris would consider a great day to be hiking a long trail in the mountains, skiing on fresh snow, or rappelling down a slot canyon.
Josh Roberts
CPA,
CFP®
Josh grew up in Tyler and after graduating from Baylor University with a degree in financial planning, moved back to Tyler to pursue a master’s degree in accounting at UT Tyler and a career as a financial advisor. He and his wife Caitlin have one son and enjoy spending time outside and traveling. They are members at South Spring Baptist Church where Josh teaches high school boys on Sunday mornings. Josh is currently serving on the Board of Directors for the East Texas Communities Foundation.
Zach Tingle
Zach was born and raised in Buena Vista, Colorado. He earned a Bachelor of Arts in English Zach was born and raised in Buena Vista, Colorado. He earned a Bachelor of Arts in English Composition from Texas A&M University in 2013 and a Master of Arts in Theological Ethics from Fuller Theological Seminary in 2021. His background was primarily in higher education before moving into finance. Prior to Roseman, Zach worked at a fee-only Financial Planning firm in Dallas. He is passionate about teaching sound financial basics to equip people for long-term success. He and his wife, Hannah, have four daughters and are actively involved with Bethel Bible Church, South Campus. Their eldest is at Good Shepherd School and the younger 3 are not yet school age. The Tingles love spending time outside, facilitating good community, and working on improving their home.
Chandler Batts
Chandler grew up in Dallas, and has lived in Texas his entire life. After graduating from Texas A&M University in 2015 with a business degree, his career began in sales, consulting, and recruiting, but his passion has always been in the personal finance and stewardship space. Chandler and his wife Nina moved to Tyler when they were married in 2017, having met working at Pine Cove Christian camps, and are so thankful to call East Texas home. Chandler and Nina are members of and serve at South Spring Baptist Church, and Chandler enjoys fitness, spending time in community with family and friends, being a dad to his sons Aiden and Noah, and being outdoors (especially around a fire!).
Andrew Langford
CPA
Raised in Tyler, Andrew graduated from Texas A&M with a master’s in accounting. Having started his career as a CPA in Dallas for KPMG and spending the last 9 years at TriGate Capital, a private equity real estate firm, Andrew is excited to bring his financial knowledge and expertise into the field of financial advising. Together with his wife, Kesli, they enjoy the outdoors, often skiing in Park City, Utah, or hiking in Crested Butte, Colorado, with their Golden Retriever, Scout.
John Sokol
CFA
John Sokol has served our clients since 2006 as our team’s lead investment strategist. John previously served as Chief Investment Officer for multiple wealth management firms and as an institutional equity analyst for a major investment firm. He has participated in the local United Way as both a board member and as Chairperson of the Investment Committee. John has earned an MBA with distinction from Indiana University, a B.S. in Finance from Illinois State University and the prestigious CFA® Charter.
Peter Rae
CFP®,
CKA
Peter was born in Casper, Wyoming; raised in Laurel, Montana; and hopes to be buried in Tyler, Texas. The smartest thing Peter has ever done is marry his beautiful wife Rachel, who is his superior in every way. Peter and Rachel have seven children and they are members of Good Shepherd Church. Peter graduated from New Saint Andrews College in 2007, and was part owner of an independent RIA prior to joining Roseman Wealth Advisors. The Raes enjoy fellowshipping with their dear friends from church, school, and the greater community. And they try to make trips to visit their extended family in Maryland and Montana whenever they get the chance.
Julie Langford
Julie graduated from Texas A&M University and worked with IBM as a Systems engineer in Dallas. She is married to Chris Langford and stayed home with their four children before she became the Marketing Assistant for Roseman Wealth Advisors. Julie is an active member of Grace Community Church, is a sustainer with the Junior League of Tyler, and is a member of the Women’s Fund. Her passions include outdoor adventures with Chris, anything involving their kids, and yoga and running.
Jessica Bundy
Jessica Bundy was born and raised in Birmingham, AL. She earned her MBA from the University of Montevallo which was where she met her husband, Scott Bundy. In 2015 they moved to Scott’s hometown of Tyler to call home and raise their two children, Stella and Mac. The Bundy’s are members of First Baptist Church – Tyler where Jessica teaches children’s Sunday school class. Jessica’s joys in life are cooking, reading and traveling, especially to the gulf beaches where she vacationed with her family as a child. Her happy place is splashing in their pool at home with her family.
Nina Batts
Nina is originally from Northern Illinois, where she lived until graduating from Indiana Wesleyan University in 2014. She then moved to Texas to complete a discipleship and training program, where she met her husband, Chandler. After deciding to call Tyler home, they became active members of South Spring Baptist Church. Together, Nina and Chandler have two boys who keep them on their toes and who they cherish deeply. When she's not spending time with her family, Nina enjoys staying active through exercise and often delights in baking sweet treats to share with family and friends.
Mary Lynne Jones
Mary Lynne is a native Texan. She has lived in Nebraska, Oklahoma, Iowa and South Carolina, but she came back to Texas as quickly as she could after graduating from Columbia International University in Columbia, South Carolina. She is married to Robbie Jones and was a stay at home mom to their 4 children and 26 foster children for 20 years. Mary Lynne is an active member of Bethel Bible Church, an avid fan of “The Office”, enjoys step aerobics, organizing/decluttering, crocheting and paddleboarding.
Billy Braly
CPA,
CFP®
Billy was raised on a farm in Bullard, Texas. He has been married to his wife Myrna for 50 years, and they have two children, Scott and Ashley, and three grandchildren. Billy has been practicing as a CPA for 35 years with a firm he established in Tyler, Texas. For the last 20 years, however, his career has focused on estate and wealth management with an emphasis on financial and tax planning. Billy served on the Board of Directors for the Tyler Boys and Girls Club for 10 years. He and his wife enjoy boating, camping, traveling, and creating memories with friends and family.