804.545.7440 info@theroselinegroup.com

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

Our Services

Beth Bradberry

Partner/Co-Founder

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

Beth Bradberry

Partner/Co-Founder

PHONE: 804.545.7441

EMAIL: bbradberry@theroselinegroup.com

Jim Duty

Partner/Co-Founder

Roseline Tax Advisors
Roseline Capitol Advisors
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: 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

Jim Duty

Partner/Co-Founder

Roseline Tax Advisors
Roseline Capitol Advisors
PHONE: 804.545.7442

EMAIL: jduty@theroselinegroup.com

Jef Flounders

Partner/Co-Founder

Roseline Tax Advisors
Roseline Capitol Advisors
PHONE: 804.545.7443

EMAIL: jflounders@theroselinegroup.com

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

Jef Flounders

Partner/Co-Founder

Roseline Tax Advisors
Roseline Capitol Advisors
PHONE: 804.545.7443

EMAIL: jflounders@theroselinegroup.com

Julie A. Emanuele

Senior Manager

PHONE: 804.433.1084

EMAIL: jemanuele@theroselinegroup.com

ROLE: To review tax returns, projections and assist clients with financial planning as well as to manage client relationships and mentor associates.

MY CLIENT IMPACT: My role allows me to build long-lasting relationships with clients based on a foundation of trust, knowledge and timely communication.

PERSONALITY: Quiet, kind and helpful.

PERSONAL PASSIONS: Simple - my family.

CREDENTIALS / EXPERIENCE: 24+ years as a Certified Public Accountant working with individuals, and the businesses they own with significant experience in real estate.

EDUCATION: Bachelor of Science in Accounting from Brigham Young University; Masters of Accountancy with an emphasis in Taxation from Brigham Young University

Julie A. Emanuele

Senior Manager

PHONE: 804.433.1084

EMAIL: jemanuele@theroselinegroup.com

Shana L. Francis

Senior Manager

804.545.7448

EMAIL: sfrancis@theroselinegroup.com

ROLE: To provide tax compliance and financial planning services to clients, and serve as a liaison between associates and partners.

MY CLIENT IMPACT: My role allows clients to receive comprehensive financial feedback, guidance and advice in an efficient and timely manner.

PERSONALITY: Reliable, caring, calm, quiet, cautious and supportive.

PERSONAL PASSIONS: Fitness, family and friends.

CREDENTIALS / EXPERIENCE: 10+ years as a Certified Public Accountant.

EDUCATION: Bachelor of Science in Business with a concentration in Accounting from Virginia Commonwealth University

Shana L. Francis

Senior Manager

804.545.7448

EMAIL: sfrancis@theroselinegroup.com

Kevin D. Klein

Senior Manager

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

Kevin D. Klein

Senior Manager

PHONE: 804.545.7459

EMAIL: kklein@theroselinegroup.com

Ryan Thompson

Manager

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

Ryan Thompson

Manager

Elizabeth K. Polster

Research Analyst

Roseline Capitol Advisors
PHONE: 804.545.7454

EMAIL: epolster@theroselinegroup.com

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

Elizabeth K. Polster

Research Analyst

Roseline Capitol Advisors
PHONE: 804.545.7454

EMAIL: epolster@theroselinegroup.com

Keri U. McCue

Operations Specialist

Roseline Capitol Advisors
PHONE: 804.545.7453

EMAIL: kmccue@theroselinegroup.com

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

Keri U. McCue

Operations Specialist

Roseline Capitol Advisors
PHONE: 804.545.7453

EMAIL: kmccue@theroselinegroup.com

Brittany L. Raecke

Associate

PHONE: 804.545.7444

EMAIL: braecke@theroselinegroup.com

ROLE: To prepare tax returns and related financial planning projects for clients.

MY CLIENT IMPACT: My role provides clients with comfort in knowing that someone is looking out for their best financial interest.

PERSONALITY: Positive, happy and helpful.

PERSONAL PASSIONS: Finding fun activities to do with my boys.

CREDENTIALS / EXPERIENCE: 4+ years working in the professional services industry.

EDUCATION: Masters in Math Education from Virginia Commonwealth University; Certificate in Accounting from Virginia Commonwealth University

Brittany L. Raecke

Associate

PHONE: 804.545.7444

EMAIL: braecke@theroselinegroup.com

Kylie M. Freedlander

Associate

PHONE: 804.545.7445

EMAIL: kfreedlander@theroselinegroup.com

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

Kylie M. Freedlander

Associate

PHONE: 804.545.7445

EMAIL: kfreedlander@theroselinegroup.com

Miriam R. Isaac

Associate

PHONE: 804.545.7446

EMAIL: misaac@theroselinegroup.com

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

Miriam R. Isaac

Associate

PHONE: 804.545.7446

EMAIL: misaac@theroselinegroup.com

Lauren Tapscott

Administrative Assistant

PHONE: 804.545.7440

EMAIL: ltapscott@theroselinegroup.com

ROLE: To support the office and team as well as greet our clients and guests when they visit our office.

MY CLIENT IMPACT: My role allows clients to feel welcome and comfortable when visiting our office, and ensures that every detail of our clients’ needs are met.

PERSONALITY: Curious, intentional, and always up for a celebration of any kind.

PERSONAL PASSIONS: Spending time with the people I care about, my faith, traveling to new places, ballet and cooking.

CREDENTIALS / EXPERIENCE: Served as an Administrative Assistant for a church prior to working at The Roseline Group.

EDUCATION: Bachelors in Psychology from Christopher Newport University; Masters in Counseling from Westminster Theological Seminary

Lauren Tapscott

Administrative Assistant

Cheryl Norton

Administrative Assistant

PHONE: 804.545.7447

EMAIL: cnorton@theroselinegroup.com

ROLE: To support our team of professionals in all aspects and ensure the best client experience possible.

MY CLIENT IMPACT: My role focuses on helping make team members' jobs easier.

PERSONALITY: Giving, happy, caring and down to earth.

PERSONAL PASSIONS: Fishing, camping, traveling with my family, and photography.

CREDENTIALS / EXPERIENCE: 9+ years in the financial services industry including management experience within the banking industry.

MEET OUR TEAM

MEET OUR TEAM

The Roseline Group

About

Stay Connected

Success!

The Roseline Group

About

Stay Connected

Success!

Beth Bradberry

Partner/Co-Founder

Beth Bradberry

Partner/Co-Founder

Jim Duty

Partner/Co-Founder

Jim Duty

Partner/Co-Founder

Jef Flounders

Partner/Co-Founder

Jef Flounders

Partner/Co-Founder

Julie A. Emanuele

Senior Manager

Julie A. Emanuele

Senior Manager

Shana L. Francis

Senior Manager

Shana L. Francis

Senior Manager

Kevin D. Klein

Senior Manager

Kevin D. Klein

Senior Manager

Ryan Thompson

Manager

Ryan Thompson

Manager

Elizabeth K. Polster

Research Analyst

Elizabeth K. Polster

Research Analyst

Keri U. McCue

Operations Specialist

Keri U. McCue

Operations Specialist

Brittany L. Raecke

Associate

Brittany L. Raecke

Associate

Kylie M. Freedlander

Associate

Kylie M. Freedlander

Associate

Miriam R. Isaac

Associate

Miriam R. Isaac

Associate

Lauren Tapscott

Administrative Assistant

Lauren Tapscott

Administrative Assistant

Cheryl Norton

Administrative Assistant

Cheryl Norton

Administrative Assistant