Here are the biographies of our management team:


Jay Copley

Chief Investment Officer

Roseline Capitol Advisors

Jay has over 30 years as a professional investment manager. He served as the Chief Investment Officer of Trigon Healthcare, President of Consolidated Investment Corporation, an investment subsidiary of Blue Cross Blue Shield of Virginia and President of Consolidated Standish. He received a Bachelor of Arts and a Master of Business Administration from the University of Richmond. He achieved the Chartered Financial Analyst designation in 1984.


 

Jef Flounders

Partner & Co-Founder

Roseline Capitol Advisors

Roseline Tax Advisors

Jef has over 15 years of professional experience specializing in providing income tax planning, personal financial services and investment consulting to individuals. He received a Bachelor of Science in Accounting and earned a Master of Business Administration from Virginia Polytechnic Institute and State University. He is a Certified Public Accountant and an authorized registered representative of Roseline Capitol Advisors, LLC. He has been recognized in Virginia Business Magazine as one of "Virginia's Super CPAs".


 

Beth Bradberry

Partner & Co-Founder

Roseline Tax Advisors

Beth has more than 20 years of professional experience providing tax and financial planning services to corporate executives, families and individuals and private business owners. Beth has a Bachelor of Science in Accounting from Virginia Polytechnic Institute and State University. In addition to being a Certified Public Accountant, she is also a Certified Financial Planner®. Beth is a member of the American Institute of Certified Public Accountants, Virginia Society of Certified Public Accountants, and the Private Business Study Group. Beth has been recognized for seven years in Virginia Business Magazine as one of "Virginia's Super CPAs".


 

Jim Duty

Partner & Co-Founder

Roseline Tax Advisors

Roseline Capitol Advisors

Jim has over 30 years experience providing income tax and personal financial services to individuals. He is a Certified Public Accountant, Certified Financial Planner® and an authorized registered representative of Roseline Capitol Advisors, LLC. He received a Bachelor of Science in Commerce from the University of Virginia and a Master of Science in Accounting from the University of Arizona. Jim was a partner at KPMG for eight years including two years as the Mid-Atlantic Partner-in-Charge of Personal Financial Planning. He is a member of the American Institute of Certified Public Accountants, Private Business Study Group and Estate Planning Council of Richmond. He has been recognized thirteen times in Virginia Business Magazine as one of "Virginia's Super CPAs" and was included in Consumers' Research Council of America in the 2008, 2009 and 2013 editions of "Guide to America's Top Financial Planners."


 

Julie Emanuele

Senior Tax Manager

Roseline Tax Advisors

Julie has 16 years of professional experience providing tax compliance and consulting services to individuals, trusts, and private foundations. She received a Bachelor of Science degree in Accounting and earned a Master of Accountancy with an emphasis in Taxation from Brigham Young University and is a Certified Public Accountant. Prior to joining The Roseline Group, Julie managed the individual income tax practice for the Richmond office of one of the Big Four public accounting firms for six years. She has also provided compliance and consulting services to mid-size corporations, S-corporations, and partnerships. She is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.


 

Shana Francis

Senior Tax Manager

Roseline Tax Advisors

Shana is in her eleventh year of providing tax and financial planning services to corporate executives, high net worth individuals, complex trusts, private foundations, and private business owners. She joined the firm in January 2006 after completing her Bachelor of Science degree in Business with a concentration in Accounting at Virginia Commonwealth University and is a Certified Public Accountant. She is a member of the Virginia Society of Certified Public Accountants.


 

Kevin Klein

Senior Tax Manager

Roseline Tax Advisors

Roseline Capitol Advisors

Kevin is in his tenth year with Roseline providing individuals and private business owners with tax and financial planning services in addition to assisting in the tax compliance of partnerships, corporations, estates, trusts, and private foundations. Kevin joined the firm in July of 2007 after completing his Master of Accounting degree at the University of Virginia. He received his Bachelor of Science in Commerce with concentrations in Accounting and Finance from the University of Virginia as well. He is a Certified Public Accountant.


 

Ryan Thompson

Tax Manager

Roseline Tax Advisors

Ryan joined the firm in early 2011 after completing the Certificate in Accounting program at Virginia Commonwealth University and earning a Bachelor degree from James Madison University. Ryan has gained experience providing tax services for high net worth individuals, private foundations, complex trusts, and partnerships and was recently promoted to tax manager for his outstanding work. He is a Certified Public Accountant.