Jim Duty


PHONE: 804.545.7442

EMAIL: jduty@theroselinegroup.com

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: Certified Public Accountant and Certified Financial Planner for 37+ years.

EDUCATION: Bachelor of Science in Finance and Management from University of Virginia; Masters in Accounting from University of Arizona