Joseph Schultz

Intern & Research Analyst

Joey is an intern and research analyst who provides in-depth investment analysis and aids in the development of comprehensive retirement, tax, and estate planning strategies unique to each client. He hopes to become a financial planner in the future to be able to work one-on-one with families and individuals to aid them in achieving their financial dreams. He is currently a Junior at Loras College pursuing a major in Finance and Sport Management. Joey grew up in Dubuque, IA, and enjoys running and hunting in his free time.


  • Intern & Research Analyst for Rosemeyer Management Group
  • Sales Associate - Shoe Shack


  • Pursuing Bachelor of Arts – Major – Finance, Loras College
  • Pursuing Bachelor of Arts – Major – Sport Management, Loras College