The Creators
Sheryl L. Rowling
Cheryll J. Lurtz
Sheryl L. Rowling, CPA/PFS
Chief Executive Officer
Certified Public Accountant, Personal Financial Specialist and Partner at Moss Adams Wealth Advisors LLC (Formerly Managing Partner of Rowling, Dold and Associates), Sheryl has been providing investment, tax and financial planning advice since 1979.
MBA Finance, 1988, San Diego State University; BS Accounting, 1978, San Diego State University
Member of American Institute of Certified Public Accountants (tax and financial planning divisions), Member of California Society of Certified Public Accountants, Member of National Association of Personal Financial Advisors, Charter Member of the Association of CPA Financial Planners, President of All-Star Financial Group, Author of Tax and Wealth Strategies for Family Businesses, CCH.
Awards:
Sheryl L. Rowling 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.
Cheryll J. Lurtz
Chief Information Officer
Cheryll's thirty-year career in Information Technology has spanned multiple industries and organizations, both large and small. Her leadership and technical acumen has led to successful technology deployments in finance and accounting, marketing, manufacturing, and logistics. Throughout her career, Cheryll has been recognized for meeting and exceeding customers' expectations by creatively applying technology to solve their most complex business problems.
Cheryll graduated cum laude from Southwest Missouri State University with degrees in both mathematics and information technology.
