Regan Shipp brings both heart and precision to her role as Partner and Chief Operating Officer at Rosemeyer Management Group. With credentials as a Certified Public Accountant and Certified Financial Planner®, she helps clients design personalized financial roadmaps that support not just wealth—but long-term freedom and peace of mind.
Regan sees the big picture. Her approach is centered on building long-term, value-driven relationships. Regan tailors every financial plan to her clients’ unique goals, integrating investment strategy, risk management, retirement planning, tax efficiency, and estate planning. She’s known for helping clients feel both informed and at ease, translating technical strategies into actionable steps that support lasting financial wellness. Her clients often say they feel both empowered and cared for—and that’s exactly how she hopes they feel.
Originally from a small farm town in Illinois, Regan now lives in Deer Grove with her husband, Payton, and their two kids, Lincoln and Claire. When she’s not in the office, she’s likely out on a training run for her next half or full marathon—or enjoying time outdoors with family and friends.