Sheila Stowers, CFP®, MBA

Sheila StowersSheila began in the financial services industry in 1997 working for a national discount brokerage helping small business owners and other individual investors evaluate their retirement plan options. From there, she moved to the discretionary money management/investment advisory service offered within the firm and helped clients understand the need for having a sound financial plan, the importance of examining their asset allocation and risk tolerance (in light of their time horizon), and the importance of periodic portfolio rebalancing (and reallocations, when needed) . Sheila also worked for a low-cost asset management firm in their institutional client services department in Austin, Texas. Prior to forming Stowers Financial Planning in 2012, she guided 401(k) participants in examining their retirement savings strategies to make sure they were on track with saving enough and investing properly to achieve their retirement goals.

Sheila has a Bachelor of Arts degree in Economics from Southern Illinois University and a Masters of Business Administration degree from the University of Dallas with a Financial Services Concentration. Sheila is a CERTIFIED FINANCIAL PLANNER™ professional.

Sheila is a member of the Garrett Planning Network, an international affiliation of independent, Fee-Only financial planners dedicated to providing objective advice on an as-needed basis to people of all income levels. She also belongs to the Financial Planning Association and the National Association of Personal Financial Advisors.

As a mother, Sheila is especially knowledgeable in the issues facing families. Most parents are overwhelmed by the demands of meeting current cash flow needs, saving for their children’s education and planning for their own retirement. Some are even squeezed by the demands of caring for their aging parents. Sheila can assist you in overcoming the challenges of balancing your financial planning and day-to-day needs.

Sheila is an InvestmentAdvisor Representative of Garrett Investment Advisors, LLC.

Sheila StowersGarrett Investment Advisors, LLC, is a fee-only SEC RegisteredInvestment Advisor firm and a new offering for members of the Garrett Planning Network, Inc., an international network of fee-only financial advisors and planners.

We are independent advisors and our goal is to make competent and objective advice accessible through hourly as-needed financial planning.

Contact Us

Sheila invites you to call Stowers Financial Planning to schedule an initial complimentary Get Acquainted Meeting, to ensure her services are the right fit for your needs. Whether you need a comprehensive financial plan, a financial checkup, investment advice or a specific financial question answered, Stowers Financial Planning will help you achieve your financial goals and objectives.