Payton Simon, CPA

Partner and Chief Investment Officer

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 and his wife, Rachel, reside in Fennimore, WI with their son.


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


  • Series 65 Licensed
  • Certified Public Accountant (CPA) 
  • Bachelor of Science – Major – Finance, UW-La Crosse
  • Bachelor of Science – Minor – Accounting, UW-La Crosse

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