Curious how we help clients plan with confidence? SAMPLE FINANCIAL PLAN
Haley
Group 1261154460 1 1

Haley Flesch

Office Coordinator

Haley Flesch serves as Office Coordinator at Rosemeyer Management Group, where she supports the advisors and team members who keep the firm moving forward. She helps maintain efficient daily operations, ensuring the office runs smoothly behind the scenes. Her strong organizational skills, attention to detail, and steady presence foster a seamless and productive work environment for the entire team. She takes pride in creating structure and consistency that allows others to perform at their best.

Outside the office, Haley enjoys spending time with family, reading a good book, helping on her brother’s farm, and making the most of Wisconsin’s great outdoors. Her dedication to helping others—and doing it with kindness—shines through in every part of her work.

What Guides Me—In Life and Work

Frame 1 1

Education

Associate of Applied Science – Meeting & Event Management and Certificate – Project Management for the Office Professional – Madison College

A Dream Destination

Hawaii, Alaska, and Europe—especially anywhere with a National Park to explore.

A Piece of Financial Wisdom

Something Unexpected

Money Perspective

Guiding Value

Integrity. It’s the foundation of how I live and work—because without it, you have nothing.

Currently Learning

How to live a more natural, intentional life—making space for what truly matters.

On a Typical Weekend

You’ll usually find me boating, hiking, working on projects, or helping out on the farm.

Something That Brings Me Joy

Quality time with family—it’s the heart of everything I do.

Favorite Part of My Work

Being surrounded by a team of genuinely supportive and positive people.

Professional Experience

Frame 1 1