Sheridan T. Maxey, JD

Aug 15, 2022

Sheridan T. Maxey, JD Tax Associate 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...

David Duch

Aug 15, 2022

David Duch Tax Manager 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....

Sarah Colon

Feb 9, 2022

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

Feb 9, 2022

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

Aug 31, 2021

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:...