Theresa (Tess) Rowland (CFP®, CPA/PFS)

Theresa (Tess) Rowland focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Additional Information

T Rowland Financial Services (TRFS) provides hourly, as-needed financial planning and consultative services.  TRFS partners with individuals, couples, and small businesses.  Our time together and services provided can range from a single meeting to address a specific area such as portolio reviews, 401(k) investment fund choice evaluations, to continuous on-going services such as broad-based and retirement planning, portfolio constructions, investment advice, and assisting with company-sponsored retirement plans that encompass all aspects of your financial life.

We are located in Lac du Flambeau, WI and Chicago, IL and we also enjoy working virtually via web meeting, with clients across the USA.

Please visit:  


NAPFA Start Date

March 30, 2017


This Office

2564 Mays Lane Lac du Flambeau, WI 54538 Phone: (815) 954-7304

Other Offices

65 W Jackson Blvd. PO Box 105 Chicago, IL 60604 Phone: +1 (815) 954-7304