As Office Manager, Patti Eggers keeps the heart of the office running smoothly, ensuring every interaction is timely, personal, and professional. From coordinating appointments to supporting advisors and clients alike, she brings a sense of calm, care, and consistency to everything she does.
With a background in education, systems coordination, and business operations, Patti blends strong organization with genuine compassion. She’s passionate about making every client feel seen, heard, and supported—because to her, clients are more like family.
Patti lives in Platteville, Wisconsin, with her husband, Lee. Married since 2000, they share a life filled with faith, family, and their beloved dog, Buddy. She’s the proud mom of two adult children, Andy and Emily, and an active member of St. Mary’s Catholic Church, where she teaches confirmation and co-leads the parish’s high school youth group. Her deep sense of service guides her both at work and in her community—anchoring her role with purpose and heart.
Professional Experience
- Business Administration for Rosemeyer Management Group since 2014
- 14 years as a scheduler for an educational software company
- 17 Years working and providing professional development on business systems
- 25 Years working in the field of education – as a teacher, consultant, and trainer
Certifications
What Guides Me—In Life and Work
Education
Bachelor of Science in Education – Western Illinois University
A Dream Destination
Italy—its history, beauty, and culture have always fascinated me.
A Piece of Financial Wisdom
“Always take full advantage of your employer’s 401(k) match—it’s essentially free money for your future.”
Something Unexpected
I used to be a middle school teacher!
Money Perspective
Guiding Value
Currently Learning
On a Typical Weekend
Attending Mass and spending quality time with my family—it’s how I recharge and reconnect.
Something That Brings Me Joy
Favorite Part of My Work
Supporting others—whether it’s teammates or clients—brings me true fulfillment.