Rosalie Tam, CPA

Rosalie Tam, CPA

Senior Tax & Accounting Associate

Rosalie Tam joined EagleStone Tax & Wealth Advisors in 2023 as a Senior Tax & Accounting Associate.

Rosalie earned a Bachelor of Science in accounting from the University of Maryland and is a Certified Public Accountant.

She grew up in Silver Spring, MD, where she currently resides, and attended Montgomery Blair High School. In her free time, she enjoys reading, knitting and cross-stitching. Rosalie is a first-time aunt to a baby boy (her nephew).

Securities offered through Emerson Equity LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with Emerson Equity LLC. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

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Investment products & services are only available to residents of DC, FL, IN, MD, NY, PA, SC, & VA.

Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.