Meet the team

Three women who believe you deserve a plan you actually understand.

A mother and her two daughters, each bringing a different lens to the same work.

Portrait of J'Neanne Theus

J'Neanne Theus

Co-Founder, Independent Fiduciary Advisor

I've spent my career in rooms where clarity matters. Now I get to bring that same energy to the thing most people avoid talking about: their money.

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Portrait of Anika Warden

Anika Warden

Co-Founder, Financial Planner

I'm Anika. Entrepreneur, finance professional, wife, mom of two boys, and co-founder of Rose Line Retirement.

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Portrait of Allison Theus-Milligan

Allison Theus-Milligan

Co-Founder, Financial Planner

I've spent over two decades bringing imaginary worlds to life, and now I'm helping real women bring their retirement vision to life.

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Every meeting is virtual, so we work with women wherever they are.

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Find your line

We'll meet you exactly where you are.

A first call is free, virtual, and there is no pitch at the end of it.

443-718-6311|Sunbury, Ohio