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
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 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 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 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
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 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
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 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: 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
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.
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.
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.
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