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.
Josh grew up in Tyler and after graduating from Baylor with a degree in financial planning, moved back to Tyler to pursue a master’s degree in accounting at UT Tyler and a career in financial planning. He enjoys all sports and outdoor activities, learning and trying new things, serving in the youth and children’s ministries at South Spring Baptist Church, and is a big fan of Baylor and UT Tyler athletics. He is currently serving on the Bethesda Health Clinic board of directors.
John Sokol has served our clients for more than 12 years 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.
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.
Marketing and Client Engagement
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.
Client Services Coordinator
Adrienne was born and raised in Greenville, TX and earned a B.B.A. from East Texas State University in Commerce, TX in 1992. She married Walt McKenzie in 1997 and they relocated from Dallas to Chandler, TX after Walt’s retirement in 2017. They enjoy living on the lake and spending time with family including Walt’s two daughters and four grandchildren. Her hobbies include reading, shopping at antique stores, spoiling their dog and learning to fish.
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.