Financial RepresentativeRosie Weiss
Do you have a question? I'm here to help.
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States Insurance Licensed:
WI, IL, FL, IN, OH
Primary Location:
This is where I work and meet with clients.
N16W23217 Stone Ridge Dr
STE 120
Waukesha, WI 53188
US

I'm originally from McHenry, IL, and now proudly call Milwaukie home. My background in hospitality and automotive sales taught me the value of building genuine, lasting relationships – something that remains at the core of my work today.

When we connect, my hope is that you'll quickly see how I operate, my practice is built on trust, transparency, and long-term value. I understand what it's like when life happens, I've experienced grief, financial stress, and uncertainty firsthand, which is why I don't just talk about peace of mind – I've fought for it myself. That's what drives me to take stress off your plate and help you move forward with clarity and confidence.

I work with families, young households, business owners, and retirees – especially those who may feel overlooked and underserved. My goal is to make financial guidance accessible, judgement-free, and tailored to your unique situation.

Faith is central to my life, and I thrive on connection, whether I'm snowboarding, riding motorcycles, spending time outdoors, or getting lost in a great book.

I chose Mutual of Omaha because its client-first values align with my own commitment to service and genuine care. Together, we'll create a personalized strategy to help protect what you've built and chart a path toward lasting financial security.

No pressure – just guidance you can trust.

Do you have a question? I'm here to help.
Compare Life Insurance Products and Get a Quote

Financial RepresentativeRosie Weiss

I'm originally from McHenry, IL, and now proudly call Milwaukie home. My background in hospitality and automotive sales taught me the value of building genuine, lasting relationships – something that remains at the core of my work today.

When we connect, my hope is that you'll quickly see how I operate, my practice is built on trust, transparency, and long-term value. I understand what it's like when life happens, I've experienced grief, financial stress, and uncertainty firsthand, which is why I don't just talk about peace of mind – I've fought for it myself. That's what drives me to take stress off your plate and help you move forward with clarity and confidence.

I work with families, young households, business owners, and retirees – especially those who may feel overlooked and underserved. My goal is to make financial guidance accessible, judgement-free, and tailored to your unique situation.

Faith is central to my life, and I thrive on connection, whether I'm snowboarding, riding motorcycles, spending time outdoors, or getting lost in a great book.

I chose Mutual of Omaha because its client-first values align with my own commitment to service and genuine care. Together, we'll create a personalized strategy to help protect what you've built and chart a path toward lasting financial security.

No pressure – just guidance you can trust.

States Insurance Licensed:
WI, IL, FL, IN, OH
Primary Location:
This is where I work and meet with clients.
N16W23217 Stone Ridge Dr
STE 120
Waukesha, WI 53188
US

Protect Your Kingdom

I'm here to help you protect what matters most

As a licensed insurance agent* with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:

  • Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
  • Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
  • Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
  • Help small business owners protect their life's work for their family and employees.
In order to help you achieve your goals, we'll go through the following process:
1
Our first conversation will focus on getting to know you, hearing your story, answering your questions and understand how we fit together.
2
After listening to your financial history and goals, we'll begin looking at options that make sense and shape recommendations based upon your feedback.
3
Once we've set out together we'll keep the conversation going and adjust the course as necessary.

Learning Center

Make it Personal Podcast: Real Talk About Your Money

In a world of one-size-fits-all financial advice, Mutual of Omaha Advisors offers a fresh, personalized take with the "Make it Personal" podcast. Get practical insights to help you plan smarter, take control, and make your money work for you.

Subscribe on YouTube
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Choosing between term and whole life insurance depends on your goals, budget, and coverage needs. Know the key differences to make a confident choice for your financial future.

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Listening to our customers for more than 100 years

The key to our longevity is simple.
You see, as a mutual company, we're owned by our policyholders. Which means we've been able to focus on listening to our customers, not Wall Street. It's a singular commitment that has drawn people to Mutual of Omaha for generations.
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