J'Neanne Theus

Before founding Rose Line, I served as a Naval Intelligence Officer. That career taught me discipline, strategic thinking, and what it looks like to lead with both precision and heart. I call myself a recovering analytic, because the truth is, the numbers matter. But your relationship to money matters just as much. I carried that belief into financial services, where I've built a practice around retirement income planning, tax strategy, and helping people make confident decisions about their futures. I'm also a published author, because I believe financial education shouldn't stop when the meeting ends.

I know life gets busy. I know because I've lived it, balancing careers, raising four children, caring for elderly parents, and somehow keeping all the plates spinning without dropping the ones that matter most. I don't believe your financial plan should be one more thing stressing you out. It should be the thing that takes the stress away.

Two of my kids now work alongside me in this business, which tells you everything about what we're building here. Rose Line is a family. It runs on trust, honest conversation, and the belief that every woman deserves a retirement plan she actually understands. I don't do jargon. I don't do pressure. I do clarity, and I do it with my whole heart.

Outside of work, my greatest joy is my littles, my grandchildren, and staying connected to my big, loud, beautiful family. You'll also find me singing in choir, fitting in a swim or a lift session, and never turning down a good frozen margarita. People ask me when I'm going to retire. The honest answer? I'm having too much fun to even think about it.