Jacob (Jake) Rosemeyer is a partner and Chief Executive Officer of Rosemeyer Management Group, where he leads with a heart for family and a passion for helping others secure their financial futures. With a deep commitment to service, Jake offers clients fully integrated financial strategies—bringing together investment management, estate planning, risk mitigation, tax optimization, and retirement planning. His personalized approach ensures every financial plan is as unique as the individual or family it’s built for.
Born and raised in Platteville, Wisconsin, Jake is deeply rooted in the values of community, faith, and family. He and his wife, Andrea, are the proud parents of four daughters, and their home is filled with the joyful chaos and love that comes from raising strong, spirited young women. Whether he’s on the sidelines at a sporting event or enjoying live music with his family, Jacob’s greatest fulfillment comes from being present with those he loves.
Outside of the office, Jacob is an active member of St. Mary’s Catholic Church, where he’s involved in parish life and faith formation. His work is driven by a desire to help others live with confidence, clarity, and generosity—so they can build lasting legacies and enjoy the life they’ve worked hard to create.