Haven Wealth Group

Rosalie Groendes is a financial advisor at Haven Wealth Group in Houston, TX, holding a Series 65 designation with 10 years of industry experience. She has been with Haven Wealth Group since 2015, working as part of a nine-advisor team. Haven Wealth Group provides discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and some corporations. The firm emphasizes direct selection of individual stocks and bonds, tailoring asset allocations to client risk tolerance and financial needs, and integrates both income-producing and growth-oriented investments in its portfolios.

Marc Goldstein is a financial advisor with Haven Wealth Group in Atlanta, GA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Black Diamond Investment Partners from 2011 to 2016. Outside of his advisory role, Goldstein is a partner and investor in a family business called Go Greek. Haven Wealth Group provides discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and some corporations. The firm emphasizes direct selection of individual stocks and bonds, tailoring asset allocations to clients’ risk tolerance and cash-flow needs, and balances income-producing holdings with growth-oriented positions.

William Calvin is a financial advisor at Haven Wealth Group in Houston, TX, holding a Series 65 designation with 16 years of industry experience. He has been with Haven Wealth Group since 2009. Haven Wealth Group provides discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and some corporations. The firm emphasizes direct selection of individual stocks and bonds, tailoring asset allocations to clients’ risk tolerance and needs, and combines portfolio oversight with plan-level advice.

Richard Wiesner is a financial advisor at Haven Wealth Group in Cypress, TX, holding a Series 65 designation with 12 years of industry experience. He previously retired from 2009 to 2018 before joining his current firm. Haven Wealth Group provides discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and corporations. The firm emphasizes direct selection of individual stocks and bonds, tailoring asset allocations to clients’ risk tolerance, cash-flow needs, and values.

Rebecca Arseneau is a financial advisor with Haven Wealth Group in Houston, TX, holding a Series 65 designation and over 45 years of industry experience. Her career includes long-term service at Wells Fargo Bank and subsequent roles at South Trust Bank and Veritex Community Bank before joining Haven Wealth Group. Haven Wealth Group provides discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and corporations. The firm emphasizes direct selection of individual stocks and bonds, tailoring portfolios to client risk tolerance and cash-flow needs while balancing income-producing and growth-oriented holdings.

Paula Mc Gee is a financial advisor at Haven Wealth Group in Houston, TX, holding a Series 65 designation. She joined the firm in 2025 and has prior experience including roles at H&R Block and Together Advisors, LLC dba Mazzi Partners. Haven Wealth Group provides discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and corporations. The firm’s investment approach focuses on direct selection of stocks and bonds, tailored asset allocations, and balanced portfolios that combine income-producing and growth-oriented holdings.

Richea Powell is a CFA® charterholder with 17 years of industry experience, currently serving at Haven Wealth Group in Houston, TX. She has been with Haven Wealth Group since 2008, working within a nine-advisor team. Haven Wealth Group offers discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and corporations. The firm’s investment approach focuses on direct selection of individual stocks and bonds, tailored asset allocations, and a combination of income-producing and growth-oriented holdings.

Crystal Hebert is a financial advisor at Haven Wealth Group in Houston, TX, holding a Series 65 designation with nine years of industry experience. She has been with Haven Wealth Group since 2010 and previously worked at Industrial Thermal Solutions. Haven Wealth Group provides discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and some corporations. The firm emphasizes direct selection of individual stocks and bonds, tailoring asset allocations to client risk tolerance and needs, and manages several hundred client relationships.