Sarah Colon

Sarah Colon Administrative Assistant 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...

Jared Miller

Jared Miller Client Service Associate 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...

Lessley S. Craig

Lessley S. Craig Associate 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:...

George Karalus

George E. Karalus, III Associate 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...

Joe Daugherty, CPA BIO Overlay

Joe Daugherty, CPA Senior Associate 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...