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Regan Shipp, CFP®, CPA

Partner & Chief Operating Officer

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.

Professional Experience

Certifications

What Guides Me—In Life and Work

Education

Bachelor of Science – Accounting and Bachelor of Science – Agricultural Business, University of Wisconsin – Platteville, Summa Cum Laude

A Dream Destination

Hawaii — where tropical beauty meets tranquility.

A Piece of Financial Wisdom

Don’t underestimate the power of a Roth account. Financial freedom comes from smart choices and remembering to enjoy life along the way.

Something Unexpected

Money Perspective

Guiding Value

Currently Learning

On a Typical Weekend

Saturday often starts with a long solo run, followed by family outings or quality time unplugging with my husband and kids.

Something That Brings Me Joy

I shot my first deer at the age of six — and still enjoy outdoor adventures!

Favorite Part of My Work

Building trust-based relationships that grow stronger with every milestone.