Joseph Schultz, CFP®

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Investment Advisor

Joseph (Joey) Schultz combines analytical expertise with heartfelt dedication to help families align their financial plans with their values. As a Financial Advisor at Rosemeyer Management Group, he works closely with clients to optimize retirement, tax, and estate planning strategies in ways that bring clarity, confidence, and peace of mind.

Joey’s approach is relationship-based—he takes time to understand each client’s story, priorities, and long-term goals to deliver a tailored financial roadmap. With a deep belief that financial planning is more than just numbers, Joey helps clients make informed decisions that align with their lives and legacies.

A proud native of Dubuque, Iowa, Joey thrives outdoors and values faith and family. Whether he’s running a local trail, attending church, or gathering with loved ones, his grounded perspective and warm approach shine through both personally and professionally.

Professional Experience

Certifications

What Guides Me—In Life and Work

Education

Bachelor of Arts – Sports Management and Bachelor of Arts – Financial Planning and Wealth Management (Minor), Loras College

A Dream Destination

I’m working toward running all seven World Major Marathons—Boston, Chicago, New York, London, Berlin, Tokyo, and Sydney. It’s a big dream, but I love the challenge and sense of accomplishment that comes with each finish line.

A Piece of Financial Wisdom

Something Unexpected

Money Perspective

Guiding Value

Currently Learning

Gardening! I’m trying my hand at growing a few things this year and hoping for a homegrown harvest by fall.

On a Typical Weekend

My weekends are all about faith and family—golfing, hunting, enjoying Sunday dinners, and spending time with the people who matter most.

Something That Brings Me Joy

I find a lot of joy and perspective through Bible study and staying active in our church community.

Favorite Part of My Work

Helping clients create investment strategies that not only grow their wealth but also align with their bigger life goals. It’s rewarding to know the plans we build today can shape a lasting legacy.