Harleigh works alongside our office manager, Patti and our other administrative assistants, Zoe & Haley as an Administrative Assistant, and is primarily focused on paperwork creation. She is one of the friendly faces that you will be greeted with when you walk through the door and one of the cheerful voices greeting you when you call into our office! Harleigh grew up on a farm outside of Monroe, WI and she currently lives in Southwest Wisconsin with her husband, Bailey, their children, Addyson & Axel, and their dog, Jax. Harleigh enjoys reading, going on family walks, boating, Badger Saturdays, and spending of time with her friends and family.

Experience:

• 3.5 years working as a Member Service Representative at a local banking institution
• 8 years working in the Customer Service Industry

Education:

• Associate Degree – Business Management – Southwest Technical College

Our Administrative Team

After numerous years in the healthcare industry, Ari brings her out-going personality and positive attitude to the Rosemeyer Management Group team. She works as an administrative assistant alongside our office manager, Patti, and our other administrative assistants in a remote position and is primarily focused on ensuring our systems are accurate. When she's not working, you can find Ari spending quality time with her husband Jake, their dog Beau, and cats Indy & Gus, as well as spending time outdoors.

Experience

• Office Assistant- 4 years- Healthcare field
• Customer Service- 2 years – Service Industry
• Teaching Assistant- 1 year – Childcare Center

Education

• Madison College- Liberal Arts coursework
• Currently pursuing a Bachelor in Elementary Education- at UW-Superior

Our Administrative Team

Clare is a Tax Assistant working with our Investment Advisors. She has a strong interest in tax planning and tax preparation. Clare graduated in May, 2024 with her Associates Degree in Accounting, and she is currently pursuing an accounting degree at the University of Wisconsin- Platteville. She hopes to become a Tax Accountant and a Certified Public Accountant.  Clare grew up in Boscobel, WI and she enjoys baking, traveling, and spending time with family. 

Experience:

• Customer Service Representative at a local banking institution
• Next Generation Banker Internship at a local banking institution

Education:

• Associates Degree in Accounting- Southwest Wisconsin Technical College
• Pursuing a Bachelor of Science Degree- Accounting- UW-Platteville

Zach is a Paraplanner with Rosemeyer Management Group. His primary role is to support the financial/investment advisors – whether it is by helping prepare booklets for client meetings, compiling client information and other notes, or data entry.  Zach is enjoying working within the financial world and is excited for what opportunities lie ahead. He is happy to play a part in assisting others with achieving their retirement goals and planning their own futures.  Zach grew up in Kieler, a small town in Southwest Wisconsin where he still lives today. In his free time he enjoys spending time with his family and their dog Bucky, in addition to camping, playing videogames, and reading.

Experience

• Worked as a Courtesy Clerk in the retail industry – 2 years
• Assisted with groundskeeping at Kieler cemetery – 2 summers

Education

• Bachelor of Science – Psychology Major – UW-Platteville
• Bachelor of Science – Applied Statistics Minor – UW-Platteville

James Rosemeyer - Founder of Rosemeyer Management Group, a Financial Advisory Firm that focuses on Retirement Income Planning.  Jim lives in Platteville, with his wife Lorri whom he has been married to since 1979. He has four sons, four daughters-in-law and twelve wonderful grandchildren.

Experience:

• 10 Years as a Financial Advisor
• 25 Years of owning/operating a health care facility
• 13 home residential development
• Developer of local 6-plex theater
• Owner of self-storage facility
• Owner/manager of 100 acre limestone quarry facility