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Sheryl Rowling

Contributor

Sheryl L. Rowling is Chief Executive Officer of Total Rebalance Expert, the most tax efficient and easy to use auto-rebalancing software, designed by an industry leading CPA advisor for advisors to simplify portfolio management.A Certified Public Accountant, Personal Financial Specialist and principal at Rowling & Associates, Sheryl has been providing investment, tax and financial planning advice since 1979. She has been named one of Worth Magazine's Top American Financial Advisors, one of Accounting Today's Top 100 Most Influential in Accounting and one of Wealth Manager Magazine's Top 50 Women in Wealth Management.To contact Sheryl or to schedule a web demo of TRX call 619-294-4879 or go to www.TRXpert.com