Curious how we help clients plan with confidence? SAMPLE FINANCIAL PLAN

Matej Rychtarik

Tax Assistant

Matej Rychtarik brings a thoughtful, detail-driven approach to his role at Rosemeyer Management Group, supporting both advisors and clients with precision and care. Whether coordinating account openings, managing transfers, or helping behind the scenes, Matej ensures the client experience is seamless, responsive, and reliable.

Originally from the Czech Republic, Matej brings a global perspective and multilingual fluency to his work. He is currently completing his degree in Business Administration and Finance at the University of Wisconsin–Platteville and has a strong interest in economics, financial systems, and building long-term client relationships.

Outside of work, Matej enjoys playing soccer, skiing, hiking, and spending time with friends. He believes in staying curious, building strong connections, and helping people thrive through both service and strategy.

Professional Experience

Certifications

What Guides Me—In Life and Work

Education

Pursuing a Bachelor of Science Degree – Accounting and Finance – University of Wisconsin - Platteville

A Dream Destination

Patagonia—its rugged beauty and remote challenge mirror my love for nature and adventure.

A Piece of Financial Wisdom

“Good habits matter more than quick wins.” Long-term success comes from consistency.

Something Unexpected

Money Perspective

Guiding Value

Currently Learning

On a Typical Weekend

You’ll usually find me out on a hiking trail or watching a good soccer match—both keep me grounded and energized.

Something That Brings Me Joy

Favorite Part of My Work

I love helping others achieve their biggest financial goals by guiding them through small, thoughtful steps that add up over time.