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OUR TEAM

Alan Roseman

Owner/Advisor - 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

OWNER/ADVISOR - 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

Advisor - CPA, CFP®

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

Investment Strategist - CFA®

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 Braly

Advisor - 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

Julie Langford

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.

Jessica Bundy

Client Services Coordinator

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

Administrative Assistant

Nina was born and raised in Northern Illinois. After graduating from Indiana Wesleyan University, she moved to Tyler where she met her husband Chandler during a leadership development program through a local summer camp where she worked during college. Nina and her husband attend South Spring Baptist Church where they serve high school students Sunday mornings and they are involved with the Mentoring Alliance. She enjoys spending time with friends and family, exercising with her husband and her dog, and traveling.

OUR TEAM

Alan Roseman

Owner/Advisor - 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

OWNER/ADVISOR - 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

Advisor - CPA, CFP®

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

Investment Strategist - CFA®

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 Braly

Advisor - 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

Jessica Bundy

Client Services Coordinator

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

Julie Langford

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.

Nina Batts

Administrative Assistant

Nina was born and raised in Northern Illinois. After graduating from Indiana Wesleyan University, she moved to Tyler where she met her husband Chandler during a leadership development program through a local summer camp where she worked during college. Nina and her husband attend South Spring Baptist Church where they serve high school students Sunday mornings and they are involved with the Mentoring Alliance. She enjoys spending time with friends and family, exercising with her husband and her dog, and traveling.

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