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Jake Miller

Financial Advisor Intern

Jake Miller brings energy, discipline, and a strong foundation in financial planning to his role as a Financial Advisor Intern at Rosemeyer Management Group. Jake is passionate about helping people make smart, confident financial decisions—and he’s eager to turn that passion into a lifelong career as a financial advisor.
Jake’s perspective is shaped by real-world experience. As a small business owner and active member of the Air Force National Guard, he’s learned firsthand the value of responsibility, hard work, and thoughtful planning. He brings those same values into every interaction with clients and colleagues.
Originally from Wisconsin, Jake loves being outdoors. When he’s not studying or working, you’ll find him skiing, traveling, or enjoying time with family and friends. He’s excited to grow in his career and make a meaningful difference in the lives of others through intentional financial guidance.

Professional Experience

Certifications

What Guides Me—In Life and Work

Education

Pursuing a Bachelor of Science – Finance with an Accounting Minor – University of Wisconsin - Platteville

A Dream Destination

Cabo San Lucas—sunshine, ocean views, and the perfect mix of relaxation and adventure.

A Piece of Financial Wisdom

Start saving early! Even small amounts add up, and time is your greatest financial asset.

Something Unexpected

I proudly serve in the Air Force National Guard. It’s taught me discipline, leadership, and how to stay calm under pressure—skills I bring into every area of life.

Money Perspective

My grandfather, Dean, was a big influence on me. He taught me to stay humble, work hard, and always show up for others.

Guiding Value

Ambition—setting big goals and working steadily toward them is how I strive to live and lead.

Currently Learning

On a Typical Weekend

Anything outdoors—whether it’s hiking, skiing, or just enjoying the fresh air, I’m happiest when I’m moving.

Something That Brings Me Joy

Firing up the grill and cooking a great meal for family and friends. It’s simple, but it brings people together.

Favorite Part of My Work

I love the energy and camaraderie of the RMG team. Being surrounded by people who genuinely care about clients and each other makes every day better.