Meet the Firm

 

Joe Rollins, Principal/Wealth Advisor
CPA/PFS, CMA, ChFC®, CLU, CFS, CEBS, CGMA
jrollins@rollinsfinancial.com

Full Bio

Danielle Van Lear, Partner
CPA/PFS, CGMA
dvanlear@rollinsfinancial.com

Full Bio
 

Robby Schultz, Partner/Wealth Advisor
CFP®, ChFC®, CPWA®
rschultz@rollinsfinancial.com

Full Bio

Eddie Wilcox, Partner/Wealth Advisor
CFA, CFP®
ewilcox@rollinsfinancial.com

Full Bio

 

Shelley Fietsam, Client Relations Manager, Compliance Manager
sfietsam@rollinsfinancial.com

Full Bio

 

Lindsay Davis, Accountant
Enrolled Agent
ldavis@rollinsfinancial.com

Full Bio

 

MiaRose Musciano-Howard
Office Manager
mmusciano@rollinsfinancial.com

Full Bio

 

DeNay Gonzales
Client Support Specialist
dgonzales@rollinsfinancial.com

Full Bio

 

Alexis Chambers
Client Support Specialist
achambers@rollinsfinancial.com

Full Bio

 
 
 
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Philosophy

"I started this firm as an accountant. For nearly a decade, I was blown away by the conflict of interest in the advice my tax clients were receiving from their brokers and knew I could do better. I started Rollins Financial Advisors to offer totally transparent investment services complemented by my tax expertise. It just made so much sense to offer both under the same roof and for some reason few others were doing this when we began investing for clients in 1990. And today, 25 years later, we offer these same services." - Joe Rollins

 

Careers

Interested in joining our team? Rollins Financial is a close-knit family of financial advisors, accountants, and client service professionals. We are always looking for the brightest talent. Drop us a line at careers@rollinsfinancial.com.