Beth has more than 18 years of professional experience providing tax and financial planning services to corporate executives, high net worth individuals and private business owners. Beth has a Bachelor of Science in Accounting from Virginia Polytechnic Institute and State University. In addition to being a Certified Public Accountant, she is also a Certified Financial Planner®. Beth is a member of the American Institute of Certified Public Accountants, Virginia Society of Certified Public Accountants, Private Business Study Group and neXt. Beth has been recognized the past two years in Virginia Business Magazine as one of “Virginia’s Super CPAs”.

Jay is in his 27th year as a professional investment manager. He served as the Chief Investment Officer of Trigon Healthcare, President of Consolidated Investment Corporation, an investment subsidiary of Blue Cross/Blue Shield and President of Consolidated Standish. He received a Bachelor of Arts and a Master of Business Administration from the University of Richmond. He achieved the Chartered Financial Analyst designation in 1984.

Susan has 17 years of experience in public accounting. She has specialized in the area of international individual income taxation for the past 15 years, serving as a senior tax manager in this area for 5 years. Susan is a Certified Public Accountant and received a Bachelor of Science degree in Accounting from Virginia Polytechnic Institute and State University. Susan has been a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.

Jim is in his 26th year of providing income tax and personal financial services to individuals. He is a Certified Public Accountant, Certified Financial Planner® and an authorized registered representative of Roseline Capitol Advisors, LLC. He received a Bachelor of Science in Commerce from the University of Virginia and a Master of Science in Accounting from the University of Arizona. Jim was a partner at KPMG for eight years including two years as the Mid-Atlantic Partner-in-Charge of Personal Financial Planning. He is a member of the American Institute of Certified Public Accountants, Private Business Study Group and Estate Planning Council of Richmond. He has been recognized five times in Virginia Business Magazine as one of “Virginia’s Super CPAs”.

Jef has 10 years of professional experience specializing in providing income tax planning, personal financial services and investment consulting to individuals. He received a Bachelor of Science in Accounting and earned a Master of Business Administration from Virginia Polytechnic Institute and State University. He is a Certified Public Accountant and an authorized registered representative of Roseline Capitol Advisors, LLC. He is a member of the American Institute of Certified Public Accountants, Virginia Society of Certified Public Accountants and has been recognized in Virginia Business Magazine as one of “Virginia’s Super CPAs”.

Karen has 20 years of broad-based professional experience in financial and investment services management including investment consulting to individuals. She received a Bachelor of Arts degree from North Carolina State University and a Master of Business Administration from the University of North Carolina at Greensboro. Karen is a Certified Financial Planner and an authorized registered representative of Roseline Capital Advisors, LLC. She is a member of the Financial Planning Association of Central Virginia, the American Society of Women Accountants and the National Association of Women Business Owners.

Jennifer has 12 years of accounting experience in property management, non-profit accounting and human resources. She taught accounting at the community college level for 3 years. Jennifer has a Bachelor of Science in Accounting from Central Connecticut State University and a Master of Education from the University of Bridgeport. She has been a member of the Institute of Management Accountants since 1995 and is in the process of becoming a Certified Management Accountant.

Sherry has 22 years of professional experience providing individual income tax compliance and planning, as well as consulting and compliance with respect to estate, trusts, and private foundations. She received a Bachelor of Science from the University of Wisconsin-Whitewater. Sherry is an Enrolled Agent, and is a member of the National Association of Enrolled Agents.

Vee has 16 years of professional experience providing tax and financial planning services to corporate executives, high net worth individuals, private businesses and their owners. Vee has a Bachelor of Arts in Business from Mary Baldwin College and a Master of Science in Accounting from the University of Virginia. In addition to being a Certified Public Accountant, Vee is also a Certified Financial Planner®. She is a member of the American Institute of Certified Public Accountants, Private Business Study Group, National Association of Women Business Owners and is currently serving on the board of the Financial Planning Association of Central Virginia. Vee has been recognized in Virginia Business Magazine as one of “Virginia’s Super CPAs”.