Sheryl Rowling

Professional Background

Sheryl Rowling is a highly regarded CPA and Personal Financial Specialist with an impressive 30 years of extensive experience in the fields of taxation, financial planning, investment management, and wealth advisory services. Over the decades, she has developed a reputation for excellence and innovation within the industry, particularly as the founder of Total Rebalance Expert (TRX). Recognized as a pioneer, Sheryl is revolutionizing the way financial advisors operate by automating the rebalancing process through advanced technological solutions. This innovation allows advisors to manage their clients' portfolios more efficiently and effectively, ensuring that they can meet the evolving needs of their clientele.

In her illustrious career, Sheryl has served in various prominent positions, including as the Head of Rebalancing Solutions at Morningstar, where she is actively involved in creating optimal frameworks that enhance investment strategies for clients. Additionally, she has had an impactful role as a founder at Rowling & Associates and has led teams as a partner at Moss Adams Wealth Advisors. Her leadership skills and keen insights into market strategies have helped shape the financial futures of numerous individuals and families.

Sheryl’s extensive career also encompasses critical roles in several established companies where she honed her taxation acumen, demonstrating her strong foundation in accounting and finance. She has also had rewarding tenures as the CEO of Total Rebalance Expert and as the Managing Partner at Rowling, Dold & Associates LLP. Her earlier experiences as a Tax Manager at both SDGE and Arthur Young, as well as her role as a Tax Supervisor at Nucorp Energy Inc., have further solidified her expertise in managing complex tax issues and providing sound financial advice.

Education and Achievements

Sheryl Rowling's educational background is formidable, having obtained a Bachelor of Arts in Business with a focus on Accounting and a Mathematics Minor from San Diego State University. Following her undergraduate studies, she ambitively pursued an MBA in Finance from the same institution. This academic foundation has equipped her with the necessary skills and knowledge to thrive in the competitive landscape of financial services.

In addition to her formal education, Sheryl has made significant contributions to the knowledge base of financial strategies. She is the author of the CCH publication titled "Tax & Wealth Strategies for Family Businesses," which is a trusted reference for financial professionals who seek to optimize tax planning strategies for business owners. Her work reflects her deep understanding of the interplay between taxation and wealth accumulation, further showcasing her expertise in the financial industry.

Achievements

Throughout her distinguished career, Sheryl Rowling has achieved numerous milestones that not only highlight her professional strengths but also her commitment to advancing the field of financial advising. Some of her significant achievements include:

• Pioneering Rebalancing Technology: As the founder of Total Rebalance Expert, Sheryl has been at the forefront of integrating technology with financial advisory services. TRX stands out as a groundbreaking tool that automates portfolio rebalancing, enabling financial advisors to allocate time more efficiently and enhance client satisfaction.

• Thought Leadership: Authoring a notable publication on tax and wealth strategies demonstrates Sheryl’s commitment to sharing her knowledge and guiding others in the industry. Her insights provide invaluable assistance to family businesses in navigating complex financial landscapes.

• Leadership Roles: In addition to her founding roles and partnerships, Sheryl's position as Head of Rebalancing Solutions at Morningstar underscores her leadership within the sector. Her ability to inspire teams and drive innovative solutions is a definitive part of her legacy.

• Diverse Expertise: With specialties ranging from investment management, financial planning, and estate planning to tax loss harvesting, Sheryl's breadth of knowledge enriches the services she provides to clients. Her focus on charitable giving also reflects her dedication to social responsibility, helping clients to create impactful legacies through philanthropy.

In summary, Sheryl Rowling exemplifies the embodiment of success in the financial advisory arena. With an impressive career spanning multiple decades, a strong educational background, and thoughtful contributions to the community through her innovations and writings, Sheryl continues to inspire both clients and colleagues alike. Her dedication to optimizing financial strategies and advancing the profession sets a high standard for financial advisors globally, making her a revered figure in the industry.