Jacob Rosemeyer
Jacob is an Owner and Chief Executive Officer with Rosemeyer Management Group. He provides integrated planning and investment strategies for growing and preserving clients’ wealth. He designs personalized wealth management solutions by integrating estate planning, risk management, tax planning and retirement planning based on each client’s unique objectives and priorities. Jacob grew up and lives in Platteville, WI with his wife Andrea and four daughters. He enjoys sports and music in his free time and is very involved in his faith at St. Mary's Catholic Church in Platteville.
Experience:
- Investment Advisor Representative for Rosemeyer Management Group
- Former Investment Advisor Representative for Harbour Investments, Inc.
- Research Analyst at Rosemeyer Management Group
- Focus Missionary – Fellowship of Catholic University Students
- Legislative Aide – Wisconsin State Assembly
Education:
- Series 7 Securities licensed
- Series 66 licensed
- Life Insurance licensed
- Variable contract licensed
- Bachelor of Arts – Business Management, Edgewood College
Our Advisory Team
Kaley Bockhop CFP®, CPA
Kaley is an Investment Advisor with Rosemeyer Management Group. In addition to her knowledge in financial planning she has extensive experience in taxes and accounting. This expertise, coupled with RMG’s financial planning platform, helps to put her clients in the position to achieve success in attaining their retirement goals. Kaley was born and raised in southwest Wisconsin and in her free time enjoys working on her family’s farm where they raise nationally- recognized registered Angus show cattle.
Experience
- Investment Advisor Representative for Rosemeyer Management Group
- Tax and Accounting Manager for Compeer Financial
- Farm Tax Specialist for Farm Credit Network Certified
- Senior Tax Associate for RSM
Education
- Certified Financial Planner® designation (CFP)
- Certified Public Accountant (CPA)
- Series 66 Licensed
- Series 7 Licensed
- Bachelor of Science – Major – Accounting, UW-Platteville
- Bachelor of Science – Major – Agricultural Business, UW-Platteville
- Bachelor of Science – Major – Animal Science, UW-Platteville
- Bachelor of Science – Minor – Biology, UW-Platteville
Our Advisory Team
Payton Simon, CPA
Payton is an Investment Advisor with Rosemeyer Management Group. He provides in-depth investment analysis and aids in the development of comprehensive retirement, tax, and estate planning strategies unique to each client. He uses this strategy to aid clients in achieving their retirement goals. Payton grew up in local Rewey, WI, and enjoys playing basketball, baseball, and golfing. He and his wife, Rachel, reside in Fennimore, WI with their son.
Experience
- Investment Advisor Representative for Rosemeyer Management Group
- Former Research Analyst for Rosemeyer Management Group
Education
- Series 65 Licensed
- Certified Public Accountant (CPA)
- Bachelor of Science – Major – Finance, UW-La Crosse
- Bachelor of Science – Minor – Accounting, UW-La Crosse
Our Advisory Team
Regan Shipp CFP®, CPA
Regan is an Investment Advisor with Rosemeyer Management Group. In her role, she strives to provide clients with personalized comprehensive wealth management advice. By looking at the full picture, she integrates investment strategies, risk management strategies, tax planning, retirement planning and estate planning to design a plan that will lead her clients to both financial success and freedom for the duration of their life. Regan grew up on a farm in Illinois and currently resides in Deer Grove, Illinois with her husband, Payton, their son Lincoln, daughter Claire, and their dog, Axel. When she’s not working, she enjoys spending time with family and friends, being outdoors and training for half and full marathons.
Experience
- Investment Advisor Representative with Rosemeyer Management Group
- Former Research Analyst at Rosemeyer Management Group
- Former Tax and Accounting Intern at Compeer Financial
Education
- Certified Financial Planner® designation (CFP)
- Certified Public Accountant (CPA)
- Series 65 Licensed
- Life Insurance Licensed – Illinois & Wisconsin
- Bachelor of Science – Accounting, University of Wisconsin – Platteville, Summa Cum Laude
- Bachelor of Science – Agricultural Business, University of Wisconsin – Platteville, Summa Cum Laude
Our Advisory Team
Andrew Tranel, CFP®
Andrew is responsible for the development and management of individual client portfolios. In addition, his vast experience enables him to offer his clients comprehensive wealth management. His goal is to develop a financial plan that incorporates investments, tax management, retirement planning, and estate planning to provide his clients with a road map to years of financial success and freedom. Andrew lives in rural Kieler, WI with his wife Kimberlee whom he has been married to since 2014. He is a proud parent to their three sons Steven, Elliott, and Weston and daughter Amelia.
Experience:
- Investment Advisor Representative for Rosemeyer Management Group
- Former Advisor Representative for Harbour Investments, Inc.
- Former Investment Advisor Representative for Heacock & Jones
Education:
- Certified Financial Planner™ designation (CFP)
- Series 65 licensed
- Bachelor of Arts - Finance, Loras College
- Bachelor of Arts - Sport Management, Loras College
Our Advisory Team
CARTER KLAAS CFP®
Carter is an Investment Advisor with Rosemeyer Management Group. He offers individualized income planning and comprehensive financial planning. By focusing on areas of tax efficiency, estate planning, and streamlined investing, he gives clients the peace of mind they need by helping them see they are on track for their financial goals. Monitoring and making changes as needed ensures that the client continues to maximize their potential when it comes to their dollars and the lifestyle they desire for the remainder of their lives.
Carter grew up in McFarland, Wisconsin—a small community near Madison, and currently resides with his wife Natalie and golden doodle puppy, Willow in Milwaukee, WI. When he’s not working, he can be found taking walks with Natalie and Willow, sharing meals and laughter with friends and family, and getting outside to enjoy the beauty of nature.
EXPERIENCE
- Investment Advisor Representative with Rosemeyer Management Group
- Former Financial Advisor with North Star Resource Group
- Wealth Management Intern with RSM Wealth Management LLC
EDUCATION
- Certified Financial Planner® designation (CFP)
- Series 7 Licensed
- Series 66 Licensed
- Life Insurance Licensed – Wisconsin
- Bachelor of Science – Financial Planning, University of Wisconsin – Madison
Our Advisory Team
Joseph Schultz, CFP®
Joey is an investment advisor who provides in-depth investment analysis and aids in the development of comprehensive retirement, tax, and estate planning strategies unique to each client. He hopes to become a financial planner in the future to be able to work one-on-one with families and individuals to aid them in achieving their financial dreams. Joey grew up in Dubuque, IA, and enjoys running and hunting in his free time.
Experience
- Investment Advisor for Rosemeyer Management Group
- Research Analyst for Rosemeyer Management Group
- Sales Associate - Shoe Shack
Education
- Certified Financial Planner™ designation (CFP)
- Series 65 licensed
- Bachelor of Arts – Major – Finance, Loras College
- Bachelor of Arts – Major – Sport Management, Loras College
Our Advisory Team
Brooklyn Strang
Brooklyn is an Investment Advisor working alongside our Investment Advisors to provide in-depth investment analysis. She has a strong interest in tax planning and comprehensive wealth management and brings her prior experiences in the banking and tax industry with her. Brooklyn hopes to become a financial planner in the future, as well as a Certified Public Account. Brooklyn is currently a student at the University of Wisconsin-Platteville majoring in Accounting and Finance. She grew up in Southwest Wisconsin in Shullsburg, WI and in her free time enjoys reading and spending time with friends and family.
Experience
- Research Analyst- Rosemeyer Management Group
- Bank Teller – Benton State Bank
- Accounting Assistant – Kari Strang Tax & Accounting
- Receptionist – Shullsburg Chiropractic
Education
- Series 65 licensed
- Pursuing a Bachelor of Science – Accounting – UW-Platteville
- Pursuing a Bachelor of Science – Finance – UW-Platteville
Our Advisory Team
Zach Brinkerhoff
Zach is an Advisor Trainee at Rosemeyer Management Group, dedicated to helping clients turn their financial goals into reality. In his role, he plays a part in crafting personalized wealth management strategies that seamlessly blend investment, risk, tax, and estate planning. With a passion for financial planning and serving others, Zach is focused on developing comprehensive plans that empower individuals and families to build lasting financial security and freedom, all tailored to their unique needs. He’s driven to bring clarity and confidence to each client’s retirement vision and is working towards earning his Certified Financial Planner (CFP) designation to increase his knowledge and credibility to work one on one with clients and families.
Originally from the small town of Evanston, Wyoming, Zach now calls Morrison, Illinois home, where he lives with his wife, Madison, and their energetic son, Levi, his future hunting buddy. When he’s not helping clients achieve their financial dreams, Zach is out enjoying the outdoors, whether it’s hunting, backpacking, or spending quality time with his family in Wyoming or Illinois.
Experience:
- Rosemeyer Management Advisor Trainee
- Optical Fiber Splicing/ Directional Driling
Education:
- Bachelors of Science, Finance- Western Governors University
Patti Eggers
Patti’s goal is to provide excellent customer service- as you visit our office, via phone, and also email- to ensure our clients have a professional and positive experience. Patti assists the clients through communication and follow-up, scheduling of appointments, and ongoing support. Patti lives in Platteville, WI with her husband Lee whom she has been married to since 2000. She is a proud parent to their children Andy and Emily and their dog Buddy. Patti is an active member of St. Mary's Catholic Church in Platteville teaching confirmation and running their high school youth group.
Experience:
- Business Administration for Rosemeyer Management Group since 2014
- 14 years as a scheduler for an educational software company
- 17 Years working and providing professional development on business systems
- 25 Years working in the field of education – as a teacher, consultant and trainer
Education:
- Bachelor of Science in Education – Western Illinois University
Our Administrative Team
Zoe Gotzinger
Zoe works alongside our office manager, Patti, as an Administrative Assistant, to assist with any and all office-related responsibilities. She also strives to build relationships with every client she is getting to know. Zoe will be the cheerful voice greeting you when you call into our office! Zoe was born and raised in southwest Wisconsin and in her free time she enjoys spending quality time with her family, her dog Nala, and being outdoors- especially fishing.
Experience
- 3 years as a Job Coach with Edgewood College’s Cutting-Edge Program
- 2 years working in the Customer Service Industry
Education
- Bachelor of Science – Criminal Justice Major – Edgewood College
- Bachelor of Science – Psychology Minor – Edgewood College
Our Administrative Team
Haley Flesch
Haley is one of our administrative assistants that works alongside Patti, Zoe, and Harleigh. She primarily focuses on creating paperwork for clients. Haley is also the friendly face you see when you stop into the Platteville office or the cheerful voice you hear on the phone. When Haley isn’t at the office, she enjoys spending time with her family, reading and spending time outdoors.
Experience
- 4 Years working in Member Services for a local banking institution
- 4.5 Years working in the Event Planning Industry
Education
- Associate of Applied Science, Meeting and Event Management – Madison College
- Certificate, Project Management for the Office Professional – Madison College
Our Administrative Team
