Bert T. Bowler, CFP®

Bert has over 32 years of experience as a financial advisor and has been a CERTIFIED FINANCIAL PLANNER^® professional since 1998. He started his career in financial planning with Ameriprise Financial Services, Inc, then founded Round Rock Advisors, LLC in April 2017. Bert is deeply passionate about his work and helping clients work toward their financial goals. He specializes in estate and retirement planning, family finances, and charitable giving. Bert’s vision and principled leadership are what guides Round Rock’s team of financial planners, and drives the client services team to support client requests and personalized needs. Bert is an active philanthropist in many local non-profit organizations, and holds a B.A. in Economics from Kenyon College.