RosemeyerIndividuals-47a

Payton Simon

Investment Advisor

Payton is an Investment Advisor with Rosemeyer Management Group. He provides in-depth investment analysis and aids in the development of comprehensive retirement, tax, and estate planning strategies unique to each client. He uses this strategy to aid clients in achieving their retirement goals.  Payton grew up in local Rewey, WI, and enjoys playing basketball, baseball, and golfing. He is engaged to be married in 2021 to his fiance, Rachel. 

Experience

  • Investment Advisor Representative for Rosemeyer Management Group
  • Former Research Analyst for Rosemeyer Management Group

Education

  • Series 65 Licensed 
  • Bachelor of Science – Major – Finance, UW-La Crosse
  • Bachelor of Science – Minor – Accounting, UW-La Crosse