MEET OUR TEAM
Meet our team of tax, planning
and investment professionals.
MEET OUR TEAM
Meet our team of tax, planning
and investment professionals.
WHAT WE OFFER
Meet our team of tax, planning
and investment professionals.
Meet our team of tax, planning
and investment professionals.
Roseline Tax Advisors
Roseline Capitol Advisors
PHONE: 804.545.7441
EMAIL: bbradberry@theroselinegroup.com
ROLE: To develop relationships while providing quality tax and financial planning advice and to help define the focus of the firm for continued success.
MY CLIENT IMPACT: My role allows me to get to know my clients on a personal level enabling me to provide practical solutions and sound financial advice.
PERSONALITY: Caring, loyal, diligent, practical and thoughtful.
PERSONAL PASSIONS: Spending quality time with family, being outdoors, running, traveling to new places and trying new restaurants.
CREDENTIALS / EXPERIENCE: 30+ years as a Certified Public Accountant and Certified Financial Planner helping individuals and closely held entities with taxes and financial planning.
EDUCATION: Bachelor of Science in Business with an Accounting major from Virginia Polytechnic Institute and State University
Roseline Tax Advisors
Roseline Capitol Advisors
PHONE: 804.545.7441
EMAIL: bbradberry@theroselinegroup.com
ROLE: To develop relationships while providing quality tax and financial planning advice and to help define the focus of the firm for continued success.
MY CLIENT IMPACT: My role allows me to get to know my clients on a personal level enabling me to provide practical solutions and sound financial advice.
PERSONALITY: Caring, loyal, diligent, practical and thoughtful.
PERSONAL PASSIONS: Spending quality time with family, being outdoors, running, traveling to new places and trying new restaurants.
CREDENTIALS / EXPERIENCE: 30+ years as a Certified Public Accountant and Certified Financial Planner helping individuals and closely held entities with taxes and financial planning.
EDUCATION: Bachelor of Science in Business with an Accounting major from Virginia Polytechnic Institute and State University
PHONE: 804.545.7458
EMAIL: rthompson@theroselinegroup.com
ROLE: To cultivate client relationships and meet their tax and financial needs, as well as manage, train and mentor associates.
MY CLIENT IMPACT: My role allows clients to receive straightforward, honest feedback based on what is in their best interest.
PERSONALITY: Funny and laid back.
PERSONAL PASSIONS: Music, record collecting and family time.
CREDENTIALS / EXPERIENCE: 8+ years as a Certified Public Accountant serving the financial needs of individuals, businesses and trusts.
EDUCATION: Bachelor of Science in Media Art & Design from James Madison University; Post-Baccalaureate Certificate in Accounting from Virginia Commonwealth University
PHONE: 804.545.7458
EMAIL: rthompson@theroselinegroup.com
ROLE: To cultivate client relationships and meet their tax and financial needs, as well as manage, train and mentor associates.
MY CLIENT IMPACT: My role allows clients to receive straightforward, honest feedback based on what is in their best interest.
PERSONALITY: Funny and laid back.
PERSONAL PASSIONS: Music, record collecting and family time.
CREDENTIALS / EXPERIENCE: 8+ years as a Certified Public Accountant serving the financial needs of individuals, businesses and trusts.
EDUCATION: Bachelor of Science in Media Art & Design from James Madison University; Post-Baccalaureate Certificate in Accounting from Virginia Commonwealth University
PHONE: 804.545.7446
EMAIL: dyoung@theroselinegroup.com
ROLE: To prepare tax returns, and help clients with their accounting systems and special projects.
MY CLIENT IMPACT: My role provides clients with practical solutions, while leading them through the process in a way that helps them feel valued and informed.
PERSONALITY: Cheerful, loyal, giving, brave, a “people” person, and team player.
PERSONAL PASSIONS: Traveling with my two children, volunteering as a Trail Ambassador for the Virginia Capital Trail, playing Celtic music on the chromatic harmonica, and taking pictures.
CREDENTIALS / EXPERIENCE: Certified Public Accountant, Certified QuickBooks ProAdvisor since 2010, forensic accounting experience representing clients in the courts and with the IRS.
EDUCATION: Bachelor of Science in Business with a major in Accounting and minor in Systems from Indiana University of Pennsylvania.
PHONE: 804.545.7446
EMAIL: dyoung@theroselinegroup.com
ROLE: To prepare tax returns, and help clients with their accounting systems and special projects.
MY CLIENT IMPACT: My role provides clients with practical solutions, while leading them through the process in a way that helps them feel valued and informed.
PERSONALITY: Cheerful, loyal, giving, brave, a “people” person, and team player.
PERSONAL PASSIONS: Traveling with my two children, volunteering as a Trail Ambassador for the Virginia Capital Trail, playing Celtic music on the chromatic harmonica, and taking pictures.
CREDENTIALS / EXPERIENCE: Certified Public Accountant, Certified QuickBooks ProAdvisor since 2010, forensic accounting experience representing clients in the courts and with the IRS.
EDUCATION: Bachelor of Science in Business with a major in Accounting and minor in Systems from Indiana University of Pennsylvania.
ROLE: To prepare tax returns and related financial planning projects for clients.
MY CLIENT IMPACT: My role allows our clients to receive accurate information in an efficient manner.
PERSONALITY: Caring and hardworking.
PERSONAL PASSIONS: I like spending time with my husband and my cat, as well as cooking.
CREDENTIALS / EXPERIENCE: 2+ years working for The Roseline Group in various capacities.
EDUCATION: Bachelor of Science in Psychology from University of Richmond; Post-Baccalaureate Certificate in Accounting from Virginia Commonwealth University
ROLE: To prepare tax returns and related financial planning projects for clients.
MY CLIENT IMPACT: My role allows our clients to receive accurate information in an efficient manner.
PERSONALITY: Caring and hardworking.
PERSONAL PASSIONS: I like spending time with my husband and my cat, as well as cooking.
CREDENTIALS / EXPERIENCE: 2+ years working for The Roseline Group in various capacities.
EDUCATION: Bachelor of Science in Psychology from University of Richmond; Post-Baccalaureate Certificate in Accounting from Virginia Commonwealth University
PHONE: 804.545.7444
EMAIL: dberlin@theroselinegroup.com
ROLE: Tax planning and preparation, as well as the audit and review services we offer to clients.
MY CLIENT IMPACT: My role adds personal insights to help clients seeking to reach the next level, personally and/or professionally, by presenting multiple solutions and allowing the client to remain in control of decision-making.
PERSONALITY: Easy going, funny, good listener, non-judgemental.
PERSONAL PASSIONS: My family, my church, cooking, landscaping, and Virginia Tech football.
CREDENTIALS / EXPERIENCE: Certified Public Accountant and AICPA nonprofit certificate. I have worked in both public accounting and industry.
EDUCATION: Bachelor of Business Management from Virginia Polytechnic Institute & State University. Master of Accounting from Strayer University.
PHONE: 804.545.7444
EMAIL: dberlin@theroselinegroup.com
ROLE: Tax planning and preparation, as well as the audit and review services we offer to clients.
MY CLIENT IMPACT: My role adds personal insights to help clients seeking to reach the next level, personally and/or professionally, by presenting multiple solutions and allowing the client to remain in control of decision-making.
PERSONALITY: Easy going, funny, good listener, non-judgemental.
PERSONAL PASSIONS: My family, my church, cooking, landscaping, and Virginia Tech football.
CREDENTIALS / EXPERIENCE: Certified Public Accountant and AICPA nonprofit certificate. I have worked in both public accounting and industry.
EDUCATION: Bachelor of Business Management from Virginia Polytechnic Institute & State University. Master of Accounting from Strayer University.
ROLE: To serve tax, investment and financial planning clients; to provide thought leadership and direction to our teams.
MY CLIENT IMPACT: My role allows me to use my knowledge and experience to help clients make decisions and take action that makes sense for them.
PERSONALITY: Calm, easy going and supportive.
PERSONAL PASSIONS: Family, youth sports, college basketball and community involvement.
CREDENTIALS / EXPERIENCE: 37+ years as a Certified Public Accountant and Certified Financial Planner.
EDUCATION: Bachelor of Science in Finance and Management from University of Virginia; Masters in Accounting from University of Arizona
ROLE: To serve tax, investment and financial planning clients; to provide thought leadership and direction to our teams.
MY CLIENT IMPACT: My role allows me to use my knowledge and experience to help clients make decisions and take action that makes sense for them.
PERSONALITY: Calm, easy going and supportive.
PERSONAL PASSIONS: Family, youth sports, college basketball and community involvement.
CREDENTIALS / EXPERIENCE: 37+ years as a Certified Public Accountant and Certified Financial Planner.
EDUCATION: Bachelor of Science in Finance and Management from University of Virginia; Masters in Accounting from University of Arizona
ROLE: To perform qualitative and quantitative research necessary to support investment decisions that impact client portfolios, as well as to prepare client presentation materials.
MY CLIENT IMPACT: My role allows me to assist the investment advisors in responding to each client’s unique and individual needs, and to provide them with research they can use to make investment decisions.
PERSONALITY: Studious, quiet, curious and self-motivated.
PERSONAL PASSIONS: Community activism, volunteer work, reading and learning.
CREDENTIALS / EXPERIENCE: 4+ years working in financial management, quantitative research, data analysis, asset allocation and client relations.
EDUCATION: Bachelor of Arts in Economics from The College of William & Mary
ROLE: To perform qualitative and quantitative research necessary to support investment decisions that impact client portfolios, as well as to prepare client presentation materials.
MY CLIENT IMPACT: My role allows me to assist the investment advisors in responding to each client’s unique and individual needs, and to provide them with research they can use to make investment decisions.
PERSONALITY: Studious, quiet, curious and self-motivated.
PERSONAL PASSIONS: Community activism, volunteer work, reading and learning.
CREDENTIALS / EXPERIENCE: 4+ years working in financial management, quantitative research, data analysis, asset allocation and client relations.
EDUCATION: Bachelor of Arts in Economics from The College of William & Mary
PHONE: 804.545.7457
EMAIL: jbradberry@theroselinegroup.com
ROLE: Assist partners, managers, and staff with the preparation and processing of tax returns, as well as assist with billing, accounts receivable, and accounts payable.
MY CLIENT IMPACT: My role provides friendly interaction and quick, accurate, and comprehensive delivery of client-facing work and correspondence.
PERSONALITY: Thoughtful, dependable, creative, friendly and honest.
PERSONAL PASSIONS: Performing, practicing, and listening to music. Spending time with loved ones, friends, and my dog.
CREDENTIALS / EXPERIENCE: Several years of experience as an administrative professional and over a decade of self-employed work in the music industry.
EDUCATION: Bachelor of Music in Performance with a concentration in Jazz Guitar from Virginia Commonwealth University
PHONE: 804.545.7457
EMAIL: jbradberry@theroselinegroup.com
ROLE: Assist partners, managers, and staff with the preparation and processing of tax returns, as well as assist with billing, accounts receivable, and accounts payable.
MY CLIENT IMPACT: My role provides friendly interaction and quick, accurate, and comprehensive delivery of client-facing work and correspondence.
PERSONALITY: Thoughtful, dependable, creative, friendly and honest.
PERSONAL PASSIONS: Performing, practicing, and listening to music. Spending time with loved ones, friends, and my dog.
CREDENTIALS / EXPERIENCE: Several years of experience as an administrative professional and over a decade of self-employed work in the music industry.
EDUCATION: Bachelor of Music in Performance with a concentration in Jazz Guitar from Virginia Commonwealth University
PHONE: 804.545.7440
EMAIL: scolon@theroselinegroup.com
MY ROLE: Proactively serve our partners and managers in a way that helps ease the administrative workload.
MY CLIENT IMPACT: My role brings a positive and friendly personality for clients when they visit or call our firm.
PERSONALITY: Quiet, friendly, and helpful.
PERSONAL PASSIONS: I enjoy hiking, cooking, crafting, and fostering cats.
CREDENTIALS / EXPERIENCE: Administrative and operational experience for 4+ years.
EDUCATION: Currently attending Richard Bland College of William & Mary to obtain an Associates degree in Business Administration.
PHONE: 804.545.7451
EMAIL: nvembu@theroselinegroup.com
ROLE: To prepare tax returns and related financial planning projects for clients.
MY CLIENT IMPACT: My role provides clients with accurate and financially thoughtful advice.
PERSONALITY: Quiet, listener, patient, adjusting and positive.
PERSONAL PASSIONS: Love listening to music and spending time with family and friends.
CREDENTIALS / EXPERIENCE: Certified Public Accountant (US), Chartered Accountant (India) with 5+ years experience in tax and auditing in the US and 3+ years experience in auditing and banking in India.
EDUCATION: Bachelor of Science in Chemistry and Home Science from Avinashilingam University, India.
PHONE: 804.545.7451
EMAIL: nvembu@theroselinegroup.com
ROLE: To prepare tax returns and related financial planning projects for clients.
MY CLIENT IMPACT: My role provides clients with accurate and financially thoughtful advice.
PERSONALITY: Quiet, listener, patient, adjusting and positive.
PERSONAL PASSIONS: Love listening to music and spending time with family and friends.
CREDENTIALS / EXPERIENCE: Certified Public Accountant (US), Chartered Accountant (India) with 5+ years experience in tax and auditing in the US and 3+ years experience in auditing and banking in India.
EDUCATION: Bachelor of Science in Chemistry and Home Science from Avinashilingam University, India.
PHONE: 804.433.1081
EMAIL: jmiller@theroselinegroup.com
MY ROLE: Managing records of investment transactions, building client portfolios, preparing presentations, gathering meeting notes, processing all client information and transactions, creating new accounts, and maintaining client portfolios.
MY CLIENT IMPACT: My role allows our advisors and clients to achieve seamless communication with our firm as well as provide the client with certainty and clarity in their investment needs.
PERSONALITY: Outgoing, driven, and focused.
PERSONAL PASSIONS: Attending VCU Rams basketball games, studying languages, and meeting new people.
CREDENTIALS / EXPERIENCE: Investment advising for 4 years, as well as 15+ years in client services roles.
EDUCATION: Bachelor of Science in Finance from Virginia Commonwealth University
ROLE: To provide objective and thoughtful financial advice to our clients and to do whatever it takes to build a better firm.
MY CLIENT IMPACT: My role allows me to build long-lasting relationships with clients and serve their financial needs.
PERSONALITY: People person, engaging, honest and fair.
PERSONAL PASSIONS: Family, outdoor activities and classic cars.
CREDENTIALS / EXPERIENCE: 22+ years as a Certified Public Accountant serving the tax, financial planning and investment needs of individuals.
EDUCATION: Bachelor of Science in Business with a major in Accounting from Virginia Polytechnic Institute & State University; Master of Business Administration with a concentration in Finance from Virginia Polytechnic Institute & State University
ROLE: To provide objective and thoughtful financial advice to our clients and to do whatever it takes to build a better firm.
MY CLIENT IMPACT: My role allows me to build long-lasting relationships with clients and serve their financial needs.
PERSONALITY: People person, engaging, honest and fair.
PERSONAL PASSIONS: Family, outdoor activities and classic cars.
CREDENTIALS / EXPERIENCE: 22+ years as a Certified Public Accountant serving the tax, financial planning and investment needs of individuals.
EDUCATION: Bachelor of Science in Business with a major in Accounting from Virginia Polytechnic Institute & State University; Master of Business Administration with a concentration in Finance from Virginia Polytechnic Institute & State University
PHONE: 804.545.7449
EMAIL: dduch@theroselinegroup.com
ROLE: To ensure accurate tax returns and provide quality advice and assistance to clients.
MY CLIENT IMPACT: Get to know clients to provide quality tax services tailored to individual needs.
PERSONALITY: Adventurous, Clever, Trustworthy, and Organized
PERSONAL PASSIONS: Family time, watching my children play sports, and grilling
CREDENTIALS / EXPERIENCE: 16+ years of experience in tax and accounting. I started my career in accounting and tax preparation before going to work for the IRS and FBI with increased roles of responsibility.
EDUCATION: Bachelors of Business Administration in Accounting from Cumberland University
PHONE: 804.545.7449
EMAIL: dduch@theroselinegroup.com
ROLE: To ensure accurate tax returns and provide quality advice and assistance to clients.
MY CLIENT IMPACT: Get to know clients to provide quality tax services tailored to individual needs.
PERSONALITY: Adventurous, Clever, Trustworthy, and Organized
PERSONAL PASSIONS: Family time, watching my children play sports, and grilling
CREDENTIALS / EXPERIENCE: 16+ years of experience in tax and accounting. I started my career in accounting and tax preparation before going to work for the IRS and FBI with increased roles of responsibility.
EDUCATION: Bachelors of Business Administration in Accounting from Cumberland University
MY ROLE: To prepare tax returns and related financial planning projects for clients.
MY CLIENT IMPACT: My role allows me to provide clients with accurate and timely information for their tax and financial planning needs.
PERSONALITY: Thoughtful, caring, and dependable.
PERSONAL PASSIONS: Cooking, trying new restaurants, and traveling to new places.
CREDENTIALS / EXPERIENCE: Certified Public Accountant with several years of experience in tax representation and compliance and tax return preparation for individuals, businesses, estates and trusts.
EDUCATION: Bachelor of Science in Business Administration with an Accounting Major from University of Richmond; Master of Accountancy from Virginia Commonwealth University.
MY ROLE: To prepare tax returns and related financial planning projects for clients.
MY CLIENT IMPACT: My role allows me to provide clients with accurate and timely information for their tax and financial planning needs.
PERSONALITY: Thoughtful, caring, and dependable.
PERSONAL PASSIONS: Cooking, trying new restaurants, and traveling to new places.
CREDENTIALS / EXPERIENCE: Certified Public Accountant with several years of experience in tax representation and compliance and tax return preparation for individuals, businesses, estates and trusts.
EDUCATION: Bachelor of Science in Business Administration with an Accounting Major from University of Richmond; Master of Accountancy from Virginia Commonwealth University.
PHONE: 804.545.7444
EMAIL: smaxey@theroselinegroup.com
ROLE: To prepare tax returns and related financial planning projects for clients.
MY CLIENT IMPACT: My role allows me to provide clients with both quality tax return preparation and personally-tailored information for their tax and financial planning needs.
PERSONALITY: Passionate, Analytical, and Jovial
PERSONAL PASSIONS: Working out, baking, and being outdoors
CREDENTIALS / EXPERIENCE: Experience with complex tax law research and analysis, and several years of individual income tax preparation.
EDUCATION: Bachelor of Science in Criminology and Criminal Justice from Arizona State University; Juris Doctor degree from the University of Richmond School of Law
PHONE: 804.545.7444
EMAIL: smaxey@theroselinegroup.com
ROLE: To prepare tax returns and related financial planning projects for clients.
MY CLIENT IMPACT: My role allows me to provide clients with both quality tax return preparation and personally-tailored information for their tax and financial planning needs.
PERSONALITY: Passionate, Analytical, and Jovial
PERSONAL PASSIONS: Working out, baking, and being outdoors
CREDENTIALS / EXPERIENCE: Experience with complex tax law research and analysis, and several years of individual income tax preparation.
EDUCATION: Bachelor of Science in Criminology and Criminal Justice from Arizona State University; Juris Doctor degree from the University of Richmond School of Law
PHONE: 804.545.7449
EMAIL: rmartin@theroselinegroup.com
ROLE: Provide clients with timely, accurate and beneficial tax assistance to promote and foster client satisfaction.
MY CLIENT IMPACT: My role combines an honest and holistic approach in understanding clients beyond their financial needs. With honesty, a positive attitude, and calm demeanor I am able to be proactive in meeting their needs.
PERSONALITY: Hard-working, calm, quiet, and light-hearted.
PERSONAL PASSIONS: Family time with my wife and twin daughters, Virginia Tech football and basketball, vacationing in new places, and cooking.
CREDENTIALS / EXPERIENCE: Certified Public Accountant with 11+ years in various roles in the tax and accounting profession including client service, internal corporate departments, and other financial service positions.
EDUCATION: Bachelor of Arts in Accounting and Informations Systems from Virginia Polytechnic Institute & State University; Master in Taxation from Virginia Polytechnic Institute & State University.
PHONE: 804.545.7449
EMAIL: rmartin@theroselinegroup.com
ROLE: Provide clients with timely, accurate and beneficial tax assistance to promote and foster client satisfaction.
MY CLIENT IMPACT: My role combines an honest and holistic approach in understanding clients beyond their financial needs. With honesty, a positive attitude, and calm demeanor I am able to be proactive in meeting their needs.
PERSONALITY: Hard-working, calm, quiet, and light-hearted.
PERSONAL PASSIONS: Family time with my wife and twin daughters, Virginia Tech football and basketball, vacationing in new places, and cooking.
CREDENTIALS / EXPERIENCE: Certified Public Accountant with 11+ years in various roles in the tax and accounting profession including client service, internal corporate departments, and other financial service positions.
EDUCATION: Bachelor of Arts in Accounting and Informations Systems from Virginia Polytechnic Institute & State University; Master in Taxation from Virginia Polytechnic Institute & State University.
PHONE: 804.545.7445
EMAIL: lsoalca@theroselinegroup.com
ROLE: To prepare tax returns and help clients with their accounting systems and special projects.
MY CLIENT IMPACT: My role allows me to patiently explain tax concepts in order to provide clients with the peace of mind that they are making the right decisions.
PERSONALITY: Reserved and quiet, but pretty outgoing and fun once you get to know me.
PERSONAL PASSIONS: Travel, photography, reading, tennis, and national parks.
CREDENTIALS / EXPERIENCE: Certified public accountant, 10 + years tax experience in large national CPA firms, as well as, a couple of publicly traded companies.
EDUCATION: Bachelor of Science in Accounting from Florida Gulf Coast University
PHONE: 804.545.7445
EMAIL: lsoalca@theroselinegroup.com
ROLE: To prepare tax returns and help clients with their accounting systems and special projects.
MY CLIENT IMPACT: My role allows me to patiently explain tax concepts in order to provide clients with the peace of mind that they are making the right decisions.
PERSONALITY: Reserved and quiet, but pretty outgoing and fun once you get to know me.
PERSONAL PASSIONS: Travel, photography, reading, tennis, and national parks.
CREDENTIALS / EXPERIENCE: Certified public accountant, 10 + years tax experience in large national CPA firms, as well as, a couple of publicly traded companies.
EDUCATION: Bachelor of Science in Accounting from Florida Gulf Coast University
PHONE: 804.545.7459
EMAIL: kklein@theroselinegroup.com
ROLE: To ensure clients are happy and informed about all things that impact their financial lives.
MY CLIENT IMPACT: My role is to get to know our clients such that I can make suggestions and give advice consistent with their lifetime goals.
PERSONALITY: Thoughtful, laid-back and easy going.
PERSONAL PASSIONS: My family, time outdoors, the water, and sports. I grew up on the Chesapeake Bay, so anytime I have a chance to go out on the boat or go fishing, I definitely will. I enjoy sports and anything to do with the University of Virginia. UVA football and basketball games are a family affair for us.
CREDENTIALS / EXPERIENCE: 10+ years as a Certified Public Accountant with experience serving individuals and privately owned businesses.
EDUCATION: Bachelor of Science in Commerce with concentrations in Accounting and Finance from University of Virginia; Master of Accounting with specialization in Tax Consulting from University of Virginia
PHONE: 804.545.7459
EMAIL: kklein@theroselinegroup.com
ROLE: To ensure clients are happy and informed about all things that impact their financial lives.
MY CLIENT IMPACT: My role is to get to know our clients such that I can make suggestions and give advice consistent with their lifetime goals.
PERSONALITY: Thoughtful, laid-back and easy going.
PERSONAL PASSIONS: My family, time outdoors, the water, and sports. I grew up on the Chesapeake Bay, so anytime I have a chance to go out on the boat or go fishing, I definitely will. I enjoy sports and anything to do with the University of Virginia. UVA football and basketball games are a family affair for us.
CREDENTIALS / EXPERIENCE: 10+ years as a Certified Public Accountant with experience serving individuals and privately owned businesses.
EDUCATION: Bachelor of Science in Commerce with concentrations in Accounting and Finance from University of Virginia; Master of Accounting with specialization in Tax Consulting from University of Virginia
ROLE: To support the back office operations of the investment practice and proactively serve clients.
MY CLIENT IMPACT: My role involves providing information to the investment advisors that they can use to make portfolio decisions, and providing information to our clients that is as accurate and complete as possible.
PERSONALITY: Easy-going, positive and willing to do whatever the team needs.
PERSONAL PASSIONS: Outside of work, I am passionate about family and church, and I love reading and game nights with friends.
CREDENTIALS / EXPERIENCE: 15+ years working in various investment and client support capacities.
EDUCATION: Studied Psychology and Business at Lee University
ROLE: To support the back office operations of the investment practice and proactively serve clients.
MY CLIENT IMPACT: My role involves providing information to the investment advisors that they can use to make portfolio decisions, and providing information to our clients that is as accurate and complete as possible.
PERSONALITY: Easy-going, positive and willing to do whatever the team needs.
PERSONAL PASSIONS: Outside of work, I am passionate about family and church, and I love reading and game nights with friends.
CREDENTIALS / EXPERIENCE: 15+ years working in various investment and client support capacities.
EDUCATION: Studied Psychology and Business at Lee University
PHONE: 804.545.7448
EMAIL: ili@theroselinegroup.com
ROLE: To prepare tax returns and related financial planning projects for clients.
MY CLIENT IMPACT: My role allows me to provide more than just preparing tax returns; it allows me to show that I truly care about our clients.
PERSONALITY: Honest, self-motivated and quiet.
PERSONAL PASSIONS: Spending time with family and friends, my dog, hiking, and baking.
CREDENTIALS / EXPERIENCE: Certified Public Accountant, two tax internships in a public accounting firms prior to joining Roseline.
EDUCATION: Bachelor of Business Administration in Accounting and Minor in Computer Information System from James Madison University. Master of Accounting from Virginia Polytechnic Institute & State University.
PHONE: 804.545.7448
EMAIL: ili@theroselinegroup.com
ROLE: To prepare tax returns and related financial planning projects for clients.
MY CLIENT IMPACT: My role allows me to provide more than just preparing tax returns; it allows me to show that I truly care about our clients.
PERSONALITY: Honest, self-motivated and quiet.
PERSONAL PASSIONS: Spending time with family and friends, my dog, hiking, and baking.
CREDENTIALS / EXPERIENCE: Certified Public Accountant, two tax internships in a public accounting firms prior to joining Roseline.
EDUCATION: Bachelor of Business Administration in Accounting and Minor in Computer Information System from James Madison University. Master of Accounting from Virginia Polytechnic Institute & State University.
PHONE: (804) 545-7452
EMAIL: jdaugherty@theroselinegroup.com
ROLE: To prepare and review tax returns and related tax planning projects
MY CLIENT IMPACT: My role provides assurance to clients, allowing them to feel confident that their tax returns and financial affairs are being taken care of with great care and professionalism, so they can focus on their personal and professional lives.
PERSONALITY: Laid-back, thoughtful, positive, curious
PERSONAL PASSIONS: Sports, traveling and exploring new places, reading, family time
CREDENTIALS / EXPERIENCE: Certified Public Accountant with several years of experience working with individuals, businesses of varying size, and trusts.
EDUCATION: Bachelor of Economics with a minor in Accounting from Gordon College
PHONE: (804) 545-7452
EMAIL: jdaugherty@theroselinegroup.com
ROLE: To prepare and review tax returns and related tax planning projects
MY CLIENT IMPACT: My role provides assurance to clients, allowing them to feel confident that their tax returns and financial affairs are being taken care of with great care and professionalism, so they can focus on their personal and professional lives.
PERSONALITY: Laid-back, thoughtful, positive, curious
PERSONAL PASSIONS: Sports, traveling and exploring new places, reading, family time
CREDENTIALS / EXPERIENCE: Certified Public Accountant with several years of experience working with individuals, businesses of varying size, and trusts.
EDUCATION: Bachelor of Economics with a minor in Accounting from Gordon College
PHONE: (804) 545-7444
EMAIL: gkaralus@theroselinegroup.com
ROLE: To prepare tax returns and related financial planning projects for clients.
MY CLIENT IMPACT: Using my work foundation of providing excellent customer service, I approach each client relationship with a friendly demeanor, ready to offer helpful guidance unique to each client’s needs.
PERSONALITY: Caring, Honest, Laid-back, Positive, Team-player
PERSONAL PASSIONS: College basketball and football and cooking
CREDENTIALS / EXPERIENCE: Certified Public Accountant candidate with a drive for success, having completed both undergraduate and graduate programs a full year early.
EDUCATION: Bachelor of Science in Accounting from University of Kansas; Master of Accounting from the University of Kansas
PHONE: (804) 545-7444
EMAIL: gkaralus@theroselinegroup.com
ROLE: To prepare tax returns and related financial planning projects for clients.
MY CLIENT IMPACT: Using my work foundation of providing excellent customer service, I approach each client relationship with a friendly demeanor, ready to offer helpful guidance unique to each client’s needs.
PERSONALITY: Caring, Honest, Laid-back, Positive, Team-player
PERSONAL PASSIONS: College basketball and football and cooking
CREDENTIALS / EXPERIENCE: Certified Public Accountant candidate with a drive for success, having completed both undergraduate and graduate programs a full year early.
EDUCATION: Bachelor of Science in Accounting from University of Kansas; Master of Accounting from the University of Kansas
ROLE: To prepare tax returns and related financial planning projects for clients.
MY CLIENT IMPACT: My role provides accurate information that clients need to make informed decisions.
PERSONALITY: Positive attitude, wearing a smile, hard-working, determined, tenacious, respectful and sincere.
PERSONAL PASSIONS: Time with my family, sailing and kickboxing.
CREDENTIALS / EXPERIENCE: 3+ years working in various tax-related roles. Provides Spanish document translation for the firm and its clients.
EDUCATION: Bachelors in Accounting from Virginia Commonwealth University; Bachelors in Management (International focus) from Virginia Commonwealth University
ROLE: To prepare tax returns and related financial planning projects for clients.
MY CLIENT IMPACT: My role provides accurate information that clients need to make informed decisions.
PERSONALITY: Positive attitude, wearing a smile, hard-working, determined, tenacious, respectful and sincere.
PERSONAL PASSIONS: Time with my family, sailing and kickboxing.
CREDENTIALS / EXPERIENCE: 3+ years working in various tax-related roles. Provides Spanish document translation for the firm and its clients.
EDUCATION: Bachelors in Accounting from Virginia Commonwealth University; Bachelors in Management (International focus) from Virginia Commonwealth University