Nicholas Bertozzi
Senior Operations Officer
Roseline Capitol Advisors
Nick has over 8 years of professional experience in the financial services industry. He received a Bachelor of Arts in Business and Economics from Randolph-Macon College. He is an authorized investment advisor representative of Roseline Capitol Advisors, LLC. Prior to joining Roseline Financial Group, Nick served as a unit investments trust and equities trader for Wachovia Securities, LLC.
Jay Copley
Partner
Roseline Capitol Advisors
Jay has over 30 years 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 of Virginia 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.
Jef Flounders
Partner
Roseline Capitol Advisors
Roseline Tax Advisors
Jef has 13 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 has been recognized in Virginia Business Magazine as one of "Virginia's Super CPAs".
Beth Bradberry
Partner
Roseline Tax Advisors
Roseline-Karides Associates
Beth has more than 20 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, and the Private Business Study Group. Beth has been recognized for three years in Virginia Business Magazine as one of "Virginia's Super CPAs".
Susan Cornett
Manager
Roseline Tax Advisors
Susan has 20 years of experience in public accounting. She has specialized in the area of international individual income taxation for the past 18 years. She 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 Duty
Partner
Roseline Tax Advisors
Roseline-Karides Associates
Roseline Capitol Advisors
Jim is in his 29th 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 nine times in Virginia Business Magazine as one of "Virginia's Super CPAs" and was included in Consumers' Research Council of America in the 2008 & 2009 editions of "Guide to America's Top Financial Planners."
Julie Emanuele
Manager
Roseline Tax Advisors
Julie has 16 years of professional experience providing tax compliance and consulting services to individuals, trusts, and private foundations. She received a Bachelor of Science degree in Accounting and earned a Master of Accountancy with an emphasis in Taxation from Brigham Young University and is a Certified Public Accountant. Prior to joining The Roseline Group, Julie managed the individual income tax practice for the Richmond office of one of the Big Four public accounting firms for six years. She has also provided compliance and consulting services to mid-size corporations, S-corporations, and partnerships. She is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.
Shana Francis
Tax Manager
Roseline Tax Advisors
Shana is in her sixth year of providing tax and financial planning services to corporate executives, high net worth individuals, complex trusts, private foundations, and private business owners. She joined the firm in January 2006 after completing her Bachelor of Science degree in Business with a concentration in Accounting at Virginia Commonwealth University and is a Certified Public Accountant. She is a member of the Virginia Society of Certified Public Accountants.
Ann Ramage
Manager
Roseline Tax Advisors
Ann has over 10 years of experience providing tax compliance, planning and consulting assistance to corporations, partnerships and high net worth families and their related businesses. She received a Bachelor of Arts in Economics from Duke University and a Master of Accounting from University of North Carolina at Chapel Hill. Prior to joining the Roseline Financial Group in November 2007, Ann was a Tax Director at PricewaterhouseCoopers, LLP. She is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants and of the Virginia Society of CPAs.
Amy Bowden
Manager
Roseline-Karides Associates
Amy has 23 years of financial and managerial accounting experience. Her prior positions include serving as Senior Vice President for Commercial Lending and Affluent Market Manager at a regional bank, as well as, CFO/COO for a privately owned local business. She received her Bachelor of Science from the University of Virginia specializing in Finance and Human Resource Management with additional accounting coursework from Old Dominion University and is a Certified Public Accountant.
Shannon Geyer
Manager
Roseline-Karides Associates
Shannon has 15 years of professional experience providing tax compliance and consulting services to private businesses and their owners. She received her Bachelor of Science from the University of Virginia with a concentration in Accounting. She is a Certified Public Accountant and also has a Masters of Science in Education from Old Dominion University.
James Karides
Partner
Roseline-Karides Associates
Jim has been providing tax and financial services to individuals and closely-held businesses for over 28 years. He began his business career with KPMG in Richmond, Virginia after obtaining his Bachelor of Science in Commerce from the University of Virginia. Seven years in Richmond were followed by five years in the Norfolk office of KPMG where he served high net worth individuals and assisted businesses with tax planning, financing considerations and acquisitions. Jim founded The Karides Group, CPA's in Virginia Beach in 1994 and served as its President until November 2007 when the firm was combined with The Roseline Financial Group. Jim is a member of the American Institute of Certified Public Accountants and is current treasurer and past president of Norfolk Festevents, Ltd. He is an alumnus of the Richmond Venture Capital Club and Leadership Hampton Roads. He currently serves on several charitable foundation boards and is a member of the Virginia Beach Advisory Board for Monarch Bank.
John Wobbleton
Manager
Roseline-Karides Associates
John has over 30 years of management and accounting experience during which he provided a wide range of professional services to closely-held businesses and their owners. Prior positions include serving as a controller for a pharmaceutical manufacturer. He received his Bachelor of Science in Accounting from East Carolina University. John is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants.
