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Rosemeyer Management Group

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Comprehensive Wealth Management

designing a plan around you

Comprehensive Wealth Management

designing a plan around you

Comprehensive Wealth Management

designing a plan around you

Comprehensive Wealth Management

designing a plan around you

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  2. Patti Eggers

Patti Eggers

Photo of team member
Patti Eggers
Office Manager
E-mail: 
patti@rosemeyermg.com

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

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Our Team

  • James Rosemeyer
    ​
    Founder
  • Andrew Tranel, CFP® 
    ​Owner and Chief Investment Officer
  • Jacob Rosemeyer
    ​Owner and Chief Executive Officer
  • Regan Shipp 
    Investment Advisor
  • Kaley Bockhop
    Investment Advisor
  • Payton Simon
    Investment Advisor
  • Patti Eggers
    Office 
    Manager
  • Zoe Gotzinger
    Administrative Assistant
  • Joseph Schultz
    Intern & Research Analyst

Office Locations

Platteville

662 Hwy 151 E
Platteville, WI
53818 United States

Dubuque

2728 Asbury Rd, Suite 160,
Springs Bldg, Dubuque,
IA 52001

Sterling

2002 E. 5th St. Suite C,
Sterling,
IL 61081

  •  Tel: 608-348-2274
  •  info@rosemeyermg.com
  •  

Investment Advisory Services offered through RMG Wealth Management, LLC
Securities Offered through Harbor Investments, Inc licensed in CO, FL, IA, IL, MA, MN, MO, NV, TX and WI

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