Individual Clients

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?

We employ an experienced management team with over 100 combined years of industry experience at a variety of financial firms.
Bowling is 100% employee owned and independent. We do not sell products or accept referral fees from other financial professionals so there are no conflicts of interest when making financial recommendations to our clients.
Our clients have access to a Certified Financial Planner® on staff to assist with all aspects of financial planning, including retirement planning.
Bowling can act as your very own Chief Financial Officer and interface with other financial professionals such as your accountant and estate planning attorney.
All of our accounts are fee-based partnerships with complete transparency. Our financial fate is tied to yours.

Our Individual Client Service Team

Ed Rountree

CFA, CFP, Vice President

Ed is the Vice President of Client Relations and Business Development for Bowling. Ed‘s background includes 10 years of industry experience as a financial advisor with Legg Mason and Citigroup. He earned a B.S. in Paper Science and Engineering from Miami University in 1991, and an M.B.A. in Finance from the University of Cincinnati in 1998. He also holds the designation of Certified Financial Planner. In 2010 he was awarded the CFA designation and was made a member of Bowling’s Investment Committee.

Linda A. Wallace

Assistant Vice President

Linda joined Bowling in 1989 after spending eight years with an institutional investment firm as a trader and Portfolio Management assistant. As a long standing member of the Bowling team, she has worked closely with the President of the firm for over 20 years in ensuring that client needs are being met. Linda‘s primary responsibility is to serve as the liaison between clients and the investment team. In addition, 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 earned her Associate’s Degree from the Miami University.

Grace Jaehnen

Operations Specilaist

Grace joined Bowling in 2017. She began her career in the financial services industry in 2014 with a full-service bank. She brings over 3 years of experience and a strong background in customer service. Most recently she graduated with her B.A. from the University of Cincinnati.