Zoe works alongside our office manager, Patti, as an Administrative Assistant, to assist with any and all office-related responsibilities.  She also strives to build relationships with every client she is getting to know.  Zoe will be the cheerful voice greeting you when you call into our office!  Zoe was born and raised in southwest Wisconsin and in her free time she enjoys spending quality time with her family, her dog Nala, and being outdoors- especially fishing.

Experience

• 3 years as a Job Coach with Edgewood College’s Cutting-Edge Program
• 2 years working in the Customer Service Industry

Education

• Bachelor of Science – Criminal Justice Major – Edgewood College
• Bachelor of Science – Psychology Minor – Edgewood College

Our Administrative Team

Haley is one of our administrative assistants that works alongside Patti, Zoe, and Harleigh. She primarily focuses on creating paperwork for clients. Haley is also the friendly face you see when you stop into the Platteville office or the cheerful voice you hear on the phone. When Haley isn’t at the office, she enjoys spending time with her family, reading and spending time outdoors. 

Experience

• 4 Years working in Member Services for a local banking institution
• 4.5 Years working in the Event Planning Industry

Education

• Associate of Applied Science, Meeting and Event Management – Madison College
• Certificate, Project Management for the Office Professional – Madison College

Our Administrative Team

Harleigh works alongside our office manager, Patti and our other administrative assistants, Zoe & Haley as an Administrative Assistant, and is primarily focused on paperwork creation. She is one of the friendly faces that you will be greeted with when you walk through the door and one of the cheerful voices greeting you when you call into our office! Harleigh grew up on a farm outside of Monroe, WI and she currently lives in Southwest Wisconsin with her husband, Bailey, their children, Addyson & Axel, and their dog, Jax. Harleigh enjoys reading, going on family walks, boating, Badger Saturdays, and spending of time with her friends and family.

Experience:

• 3.5 years working as a Member Service Representative at a local banking institution
• 8 years working in the Customer Service Industry

Education:

• Associate Degree – Business Management – Southwest Technical College

Our Administrative Team

Katie is one of our administrative assistants that works alongside Patti, Zoe, Haley, and Harleigh. She primarily focuses on creating paperwork for clients. Katie is one of the cheerful voices you hear on the phone or the friendly face you see when you stop into the Platteville office. She enjoys camping with her husband and two sons, working out, and watching football.

Experience:

• 8 years working in member service and a supervisory role at a local financial institution

Education:

• Associate of Arts – Northeast Iowa Community College

After numerous years in the healthcare industry, Ari brings her out-going personality and positive attitude to the Rosemeyer Management Group team. She works as an administrative assistant alongside our office manager, Patti, and our other administrative assistants in a remote position and is primarily focused on ensuring our systems are accurate. When she's not working, you can find Ari spending quality time with her husband Jake, their dog Beau, and cats Indy & Gus, as well as spending time outdoors.

Experience

• Office Assistant- 4 years- Healthcare field
• Customer Service- 2 years – Service Industry
• Teaching Assistant- 1 year – Childcare Center

Education

• Madison College- Liberal Arts coursework
• Currently pursuing a Bachelor in Elementary Education- at UW-Superior

Our Administrative Team

Zach is a Paraplanner with Rosemeyer Management Group. His primary role is to support the financial/investment advisors – whether it is by helping prepare booklets for client meetings, compiling client information and other notes, or data entry.  Zach is enjoying working within the financial world and is excited for what opportunities lie ahead. He is happy to play a part in assisting others with achieving their retirement goals and planning their own futures.  Zach grew up in Kieler, a small town in Southwest Wisconsin where he still lives today. In his free time he enjoys spending time with his family and their dog Bucky, in addition to camping, playing videogames, and reading.

Experience

• Worked as a Courtesy Clerk in the retail industry – 2 years
• Assisted with groundskeeping at Kieler cemetery – 2 summers

Education

• Bachelor of Science – Psychology Major – UW-Platteville
• Bachelor of Science – Applied Statistics Minor – UW-Platteville

Jake is a Financial Advisor Intern at Rosemeyer Management Group. He has a strong interest in investment strategies, wealth management, and financial planning. Jake is currently pursuing a degree in finance with a minor in accounting at UW-Platteville and hopes to become a financial advisor in the future. Originally from Wisconsin, Jake has experience running a small business and is currently enlisted in the Air Force National Guard which has given him valuable insights into financial decision-making and client services. He is eager to apply his skills in a professional setting and help clients work toward their financial goals. In his free time, Jake enjoys skiing, traveling, and spending time outdoors.

Experience:

• Co-owner of a small business specializing in power washing – Exterior Washing Pros
• Aircraft Armament Systems Specialist – Air Force National Guard

Education:

• Pursuing a Bachelor of Science – Finance with an Accounting Minor – UW-Platteville

James Rosemeyer - Founder of Rosemeyer Management Group, a Financial Advisory Firm that focuses on Retirement Income Planning.  Jim lives in Platteville, with his wife Lorri whom he has been married to since 1979. He has four sons, four daughters-in-law and twelve wonderful grandchildren.

Experience:

• 10 Years as a Financial Advisor
• 25 Years of owning/operating a health care facility
• 13 home residential development
• Developer of local 6-plex theater
• Owner of self-storage facility
• Owner/manager of 100 acre limestone quarry facility