We employ an experienced management team with over 65 combined years of industry experience at a variety of financial firms.
Bowling has been providing investment management services to individuals since 1982, including management of all types of IRAs, 401ks, personal accounts, and trust accounts. We offer a customizable approach based on your particular risk tolerance, time horizon, and cash flow needs.
Why choose Bowling?
Our Individual Client Service Team

Ed Rountree
Ed is a Certified Financial Planner® and works with clients on a variety of financial planning issues. He has 20 years of experience in the financial services industry including time at Legg Mason and Citigroup. Ed earned a B.S. in Paper Science and Engineering from Miami University, and an M.B.A. in Finance from the University of Cincinnati. In 2010 he was awarded the CFA designation and became a member of Bowling’s Investment Committee. Ed became a member of Bowling’s Executive Committee in September 2018. Ed has been with Bowling since 2008.

Linda A. Wallace
Linda has been with Bowling for over 30 years and serves as the liaison between clients and the investment team. In addition to serving clients, her depth of knowledge and experience with Bowling permits her to serve as a key resource in a variety of projects firm-wide including operations, client reporting and compliance. Linda has 39 years of industry experience and prior to joining Bowling she spent 8 years with an institutional investment firm as a trader and Portfolio Management assistant. Linda earned her Associate’s Degree from the Miami University and has been with Bowling since 1989.