The Wealthy Place Podcast hosted by Lattrice Johnson
In this episode:
Lattrice is joined by Roslyn Banks
Roslyn is an experienced leader with a successful history of working in the financial services industry as well as the health insurance industry. Skilled in corporate finance, accounting, taxation, risk management, project management, budgeting and all things financial planning and analysis.
Topics of Discussion:
Children’s Books – 5:24
Career Path – 8:13
Generational Farmer – 12:37
What I Love About What I Do – 17:23
Leveraging – 22:44
Questions about real estate – 28:36
Realistic Expectations – 34:42
Definition of Wealth – 41:55
The Wealthy Place Podcast:
https://www.amazon.com/item_name/dp/B08JJT1JK9
Guest Links:
https://adelaiderosetax.com/adelaide-the-accountant
https://adelaiderosetax.com/adelaide-the-accountant
https://www.instagram.com/prodigaldaughterinfo/
EA https://www.linkedin.com/in/roslynbanksea
Website & Newsletter Access: www.AdelaideRoseTax.com
Roslyn Haynie Banks was born and raised on a large family farm in the rural Northern Neck of Virginia. The seeds of entrepreneurship were planted in her heart and mind at a very early age. After years of watering, pruning and fertilizing she has gained over 20 years of education and work experience providing financial analysis in numerous industries.
After earning her degree in Finance from The College of William & Mary, Roslyn was hired as a financial analyst into an early talent leadership program by one of the nation’s largest retail banks. She has studied abroad in Adelaide, South Australia and Cape Town, South Africa. While earning her Master of Accountancy degree, she fell in love with tax research and the loopholes in the Internal Revenue Code. After successfully managing a retail tax office to exceed revenue and customer service quality goals, she passed all three parts of the Enrolled Agent exam on her first attempt that very same year!
Her diverse Financial Planning and Analysis work experience has been a great resource to her solo tax practice as she offers advice and business coaching to other individuals, entrepreneurs and tax-exempt organizations. Roslyn was recognized by CPA Practice Advisor as a 2018 top “40 Under 40” leader in the accounting profession for her exemplary leadership, innovative thinking and community outreach outside the workspace.
Roslyn has volunteered with numerous community service organizations including her beloved sorority, Alpha Kappa Alpha Sorority, Inc. She enjoys public speaking and providing fresh insight on fundraising, philanthropy, economics, financial planning and income taxation topics. Roslyn also enjoys facilitating financial workshops for women and children because she is passionate about legacy planning and entrepreneurship. Additionally, Roslyn is a dedicated mother of two princess daughters and a Christian missionary who loves to travel.
Roslyn is an avid reader and even worked in the Mason School of Business Professional Resource Center (business library) all four years of her undergraduate studies at William & Mary. She started reading to her daughters before they were born and hasn’t stopped yet! In 2019, both of her children completed the “1,000 Books Before Kindergarten” challenge at Northumberland Public Library. Reading is their special bonding time and even when she gets a moment to herself, Roslyn enjoys reading children’s picture books.
In 2021, Roslyn self-published her first children’s book Adelaide the Accountant. It follows a week in the life of a self-employed tax accountant who assists community helpers in STEAM careers in the rural Northern Neck of Virginia. Roslyn’s goal is to educate readers on the role of income taxes and cash flow in a community. This book embodies her passion for building and sustaining generational wealth to leave a lasting economic legacy. Adelaide the Accountant can be found online at Amazon, Barnes & Noble, Target, and Walmart.
