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HOW TO REACH US

W137N6164 Weyer Farm Court

Menomonee Falls, WI 53051

E: Rosie.mathers@pwadvisers.com

E: Robert.mathers@pwadvisers.com

T: 920.420.2542

ROSIE K. MATHERS, MBA, CFP®
CHIEF EXECUTIVE OFFICER
MOBILE: 920.420.2542

ROBERT A. MATHERS
JD, CPA, PFS, ABV
MOBILE: 920.917.9615

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ROSIE K. MATHERS, MBA, CFP®
CHIEF EXECUTIVE OFFICER

As Co-Founder and Chief Executive Officer at Private Wealth Advisers, Rosie Mathers assists  clients in identifying, planning and implementing their life goals. With over 25 years of experience,  she guides clients through saving for retirement and educational goals, as well as managing their  money in the distribution phase after retirement. In the process, she provides clients with the tools  they need to empower transformation in wealth accumulation and protection.  

Rosie approaches client interactions with the heart of a teacher, having previously served on the  faculty at the University of Wisconsin – Oshkosh campus. While teaching in the College of  Business, Rosie developed and implemented the curriculum for their Personal Financial Planning  program. She also was the Director of their Volunteer Income Tax Assistance (VITA) program. In  addition to leading the Financial Planning program, Rosie taught classes in Accounting, Information  Systems and Financial Management.  

Her clients are her number one focus. She works with her clients to thoroughly understand their  personal and financial goals while reviewing their financial situation to customize a plan that will  attain the desired result. She identifies clients’ hopes and dreams for the future and explains how  the financial plan serves as a tool to accomplish the client’s goals. She also realizes clients’ goals  can change and meets with them periodically to review and update them.  

Rosie also serves the community through her involvement in the Women’s’ College Endowment  Program of Milwaukee, 100 Women Who Care – Metro Area, Brookfield Lutheran Church and  the University of Wisconsin – Eau Claire Alumni Association.  

Rosie received an MBA with a concentration in Finance from the University of Minnesota – Twin  Cities’ Carlson School of Management, along with a BBA in Accounting and Finance from the  University of Wisconsin – Eau Claire.

ROBERT A. MATHERS
JD, CPA, PFS, ABV

Bob Mathers is a Co-Founder and Principal at Private Wealth Advisers. He is also Chair of the Tax  Section at von Briesen &Roper, s.c., Attorneys at Law. He provides legal and business advisory  services to Midwest businesses and their owners with a focus on closely held businesses, estate  planning and private wealth services.  

Bob is a Certified Public Accountant and is AICPA Accredited in Business Valuation (ABV) and is an  AICPA Personal Financial Specialist (PFS). He leverages his prior experience as one of the  country’s largest CPA firm’s National Tax Director, and CEO of its Wealth Management subsidiary,  to provide tax and transactional guidance to businesses and individual clients. He regularly  provides guidance to CPA firms, financial services firms, and the accounting and investment  advisory industries.  

His professional memberships include American Institute of Certified Public Accountants,  Wisconsin Institute of Certified Public Accountants, Vistage (formerly The Executive Committee,  TEC), American Academy of Attorney-CPAs, Fox Valley Estate Planning Council, Winnebagoland  Estate Planning Council, the State Bar of Wisconsin (Director, Tax Section) and the American Bar  Association (Tax Section).  

Bob received his J.D. from Mitchell Hamline School of Law and a B.B.A., cum laude, from the  University of Wisconsin-Eau Claire. He is a member of the Wisconsin, Minnesota, and Arizona Bar  Associations, the U.S. District Court – District of Minnesota, and the U.S. Tax Court.