Sheryl Rowling, CPA/PFS

Principal

I believe that the best financial guidance is both strategic and personal. After decades in the financial industry, I have dedicated my practice to helping individuals and firms navigate a complex financial world with clarity and confidence.

My journey began in 1979 when I started my career as a CPA. After earning management positions in both a large public accounting firm and publicly held companies, I built and ran my own successful financial advisory firm, Rowling & Associates. I learned firsthand the challenges clients face and the solutions that truly make a difference. This hands-on experience led me to co-found a financial technology company that provided automated rebalancing software for advisors, which was later acquired by Morningstar.

This unique combination of expertise—as a practicing CPA, a business owner, and a technology innovator—allows me to provide guidance that is both insightful and deeply practical. I understand that your financial decisions are not just numbers on a spreadsheet; they are the foundation for your life and legacy. As a published author and a recognized voice in the industry, my goal is to simplify complexity and give you the knowledge you need to succeed

Credentials & Recognition

• Certified Public Accountant (CPA)
• Personal Financial Specialist (PFS)
• Founder of a successful financial advisory firm and a fintech company
• Named one of the nation’s top advisors by Worth magazine
• Recognized as an “Icon & Innovator” by InvestmentNews
• Named one of the 100 Most Influential People in Accounting by Accounting Today

Let’s Start the Conversation Whether you are an individual looking for a trusted partner or an advisory firm seeking to optimize your practice, I’m ready to help.