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Most memorable vacation: Mediterranean cruise for our 30th wedding anniversary. 

Favorite things to do:Golf, exercise, entertain & spend time at our Florida home with friends & family. 

Future plans: Continue to stay active and visit Bermuda. 

 

Gloria Sheline

CPA, CFP

 

Gloria Sheline is a financial professional. She is both an Ohio licensed CPA & a licensed CFP, virtually eliminating outsourcing & allowing her to perform all of her advising under one roof. Her core focus is to expertly assist individuals and business owners with tax planning, tax preparation, investment, retirement, insurance and estate planning. 

As a knowledgeable and trusted individual among high net-worth clients, Gloria's past experience as a Cash Management Officer at the former Capital Bank and a Trust Officer at Fifth Third Bank, has helped build the foundation for her unique understanding of what clients want. Gloria recognizes the financial needs of her clients and how to effectively add value to their lives by informing them of ways to minimize tax related burdens and guide them to reach their financial goals. Putting their best interest as top priority, clients recognized her invaluable efforts and brought her their personal accounts and referrals as well. 

Gloria has been listed in Who's Who in Executives and Professionals and has served on the boards of the NWOHIO MS Society, the Dental Center of Northwest Ohio, Executive Women's Golf Association, the Arthritis Foundation of Northwest Ohio, and the Make a Wish Foundation of Northwest Ohio where she also served as treasurer. She is a member of the Ohio Society of Certified Public Accountants, & The American Institute of Certified Public Accountants. 

Gloria holds a Bachelor's of Business Administration, Magna Cum Laude from the University of Toledo, and the designations of Certified Public Accountant, Certified Management Accountant, and Certified Financial Planner. She has been happily married to her husband Mike for 34 years. Her hobbies include daily early morning physical fitness classes at LA Fitness and playing golf and Highland Meadows Golf Club.