Clare Manning is a Tax Advisor at Rosemeyer Management Group, where her primary focus is tax preparation, while also serving as a financial advisor and providing comprehensive financial planning. With experience in accounting and banking, Clare enjoys helping clients navigate retirement planning, investment decisions, and tax planning. She is passionate about building long-term relationships, and she takes the time to understand each client’s unique goals and circumstances, helping them make informed financial decisions with confidence.

With her experience in tax preparation, she values the opportunity to incorporate tax considerations into both financial planning and investment management, helping clients understand how tax implications can affect their broader financial goals.

Clare has a Bachelor of Science in Accounting from the University of Wisconsin–Platteville, holds her Series 65 license, and is currently studying to become a Certified Public Accountant.

Outside of work, she enjoys travelling, reading, baking, and growing her relationship with friends, family, and most importantly, her relationship with God. Clare strives to bring the same intentionality to her professional relationships that she values in her personal life.