Meet the Firm
Joe Rollins, Principal/Wealth Advisor
CPA/PFS, CMA, ChFC®, CLU, CFS, CEBS, CGMA
jrollins@rollinsfinancial.com
Danielle Van Lear, Partner
CPA/PFS, CGMA
dvanlear@rollinsfinancial.com
Robby Schultz, Partner/Wealth Advisor
CFP®, ChFC®, CPWA®
rschultz@rollinsfinancial.com
Eddie Wilcox, Partner/Wealth Advisor
CFA®, CFP®
ewilcox@rollinsfinancial.com
Shelley Fietsam, Client Relations Manager, Compliance Manager
sfietsam@rollinsfinancial.com
MiaRose Musciano-Howard
Office Manager
mmusciano@rollinsfinancial.com
Lindsay Davis, Accountant
Enrolled Agent
ldavis@rollinsfinancial.com
Joshua Portschy, MBA, MAcc
Accountant
jportschy@rollinsfinancial.com
Elizabeth Flores
Executive Assistant
eflores@rollinsfinancial.com
DeNay Gonzales
Client Support Specialist
dgonzales@rollinsfinancial.com
Cynthia Ochoa
Accountant
cochoa@rollinsfinancial.com
Cecilia Cmeyla
Executive Assistant
ccmeyla@rollinsfinancial.com
Alexis Chambers, Associate Wealth Advisor, CFP®
achambers@rollinsfinancial.com
Taylor Cantrell
Client Support Specialist
tcantrell@rollinsfinancial.com
Megan Gonzales
Executive Assistant
mgonzales@rollinsfinancial.com
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.