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