Tess Rowland, CPA/PFS, CFP®
As a wealth advisor, Tess provides comprehensive wealth management solutions – which range from tax and education strategies to retirement and estate planning – to ensure her clients are on track to reach their most important life and financial goals. She finds great satisfaction in working with clients and their families, first to identify where they want to go and then to help get them there through a program of tailored, evidence-based wealth management.
She came to Buckingham Strategic Wealth through the firm’s 2016 merger with Bourbonnais-based Solutions for Wealth Management. Tess joined Solutions in 2007 and provided investment advice, monitored client portfolios, performed investment analysis and helped clients create strategies to meet their investment objectives. She also managed retirement plans, assisting both company plan sponsors and individual 401(k) participants with enrollment, maintenance, education and investment allocation decisions.
Tess earned her nursing diploma from Iowa Methodist School of Nursing in 1978, her bachelor’s degree in general science from the University of Iowa in 1983 and, in 2004, completed an accounting, finance and economics program at Olivet Nazarene University. A CPA, Tess also holds the Personal Financial Specialist (PFS) and the CERTIFIED FINANCIAL PLANNERTM professional designations.
Outside of work, Tess belongs to Zonta International, an organization that seeks to empower women worldwide through service and advocacy, and is an incoming member of the local chapter’s board of directors. She also serves on a committee to support fundraising activities for a local hospital.
Tess, who lives in Bourbonnais, is married and has three adult children. Her hobbies include golfing, running and reading.