RosemeyerIndividuals-43a

Regan Shipp CFP®, CPA

Investment Advisor

Regan is an Investment Advisor with Rosemeyer Management Group. In her role, she strives to provide clients with personalized comprehensive wealth management advice. By looking at the full picture, she integrates investment strategies, risk management strategies, tax planning, retirement planning and estate planning to design a plan that will lead her clients to both financial success and freedom for the duration of their life.  Regan grew up on a farm in Illinois and currently resides in Morrison, Illinois with her husband, Payton, and their dog, Axel. They are thrilled to be welcoming their first child in December, 2021.  When she’s not working, she enjoys spending time with family and friends, being outdoors and training for half and full marathons.

Experience

  • Investment Advisor Representative with Rosemeyer Management Group
  • Former Research Analyst at Rosemeyer Management Group
  • Former Tax and Accounting Intern at Compeer Financial

 

Education

  • Certified Financial Planner® designation (CFP)
  • Certified Public Accountant (CPA) 
  • Series 65 Licensed
  • Life Insurance Licensed – Illinois & Wisconsin
  • Bachelor of Science – Accounting, University of Wisconsin – Platteville, Summa Cum Laude
  • Bachelor of Science – Agricultural Business, University of Wisconsin – Platteville, Summa Cum Laude