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 a Certified Financial Planner® and works with clients on a variety of financial planning issues. He has 18 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

Assistant Vice President

Linda has been with Bowling for 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 38 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.

Grace Jaehnen

Operations Specilaist

Grace works in the Operations and Client Service areas at Bowling. Prior to joining Bowling, she began her career in the financial services industry with a full-service bank. She brings over 4 years of experience and a strong background in customer service. Most recently she graduated with her B.A. from the University of Cincinnati and joined Bowling in 2017.