Lay Rosenheimer, Financial Advisor in our West Bend, Wisconsin office, joined Ziegler in 1983. In West Bend (then headquarters), Lay initially served as a floating broker and eventually transitioned to the company’s retail trading desk, where he served as a municipal bond trader and later the director of the retail trading desk until 2001. Lay then worked for Robert W. Baird & Company, Inc., where he served as a trader on the company’s retail fixed-income desk. He re-joined Ziegler Wealth Management in 2013, in our West Bend branch office, where he currently serves as a financial advisor.
“The current financial climate is very challenging to many investors and I hope to make those decisions easier to both current and new clients by exploring the many products available and working with each client to select the most appropriate investment for their individual situation. I am very happy to return to Ziegler to find the quality of its people and products/services to be stronger than ever before.”
Throughout his career, Lay has been involved in a wide variety of technological and sales initiatives, which ultimately resulted in improved sales processes and better dissemination of information to the sales force and ultimately to retail investors.
As a life-long Wisconsin resident (fifth-generation), Lay lives in West Bend with his wife, Diane and son, Matt. He holds a finance degree from the University of Wisconsin–Whitewater and a Masters of Business Administration degree in management from Cardinal Stritch University. In his free time, Lay keeps up on current events, as well as enjoys reading and traveling. He has a love of the outdoors, recreational sports and enjoys Wisconsin’s four seasons.
Begin by sitting down and discussing your needs and goals with Lay. He will be happy to explain the financial tools and investment opportunities available through Ziegler. Please call 1 800 558 1751 to schedule a time to meet.