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Rozman Wealth Management Kicks Off 2012 Wellness Program

Jan. 29, 2012

Second year of wellness program involves 100% of associates at firm

Brookfield, Wisconsin - Rozman Wealth Management has kicked off its 2012 wellness program. This year 100% of the firm’s associates are participating in a team-building experience in wellness.

“This year will be an interesting process since it is a completely different approach than in past years, and we have the participation of everyone on our team. We have a great group; they are always up to a challenge. I think we are going to learn a great deal and live a healthier lifestyle for it,” said Kurt Rozman, president of Rozman Wealth Management.

Rozman engaged the services of Lisa Belisle, CAE, CPT, CCN, of Life Without Pain, LLC, a Nutritionist and Ayurvedic Practitioner located in Brookfield, WI. She is providing a holistic and personalized approach to the wellness program, including classes on nutrition, digestion, and stress reduction. For more information, see

Belisle said, “While the team members have different types of goals, overall the consensus is to cleanse their bodies of excess sugar, caffeine and fat while learning a healthier overall lifestyle. The Rozman team is highly driven, efficient, and fairly healthy overall, so it will be interesting to see what their successes will be during the 2012 program. I am excited to work with this group of highly motivated people.”

Robin Johnson, Operations Manager, stated, “Our President, Kurt Rozman, invests time, energy and money into our team members; his goal is to see everyone improve their lives in the same way our firm seeks to improve the financial lives of our clients. We are all very grateful to work for a company that cares so much about our livelihood.”

Rozman Wealth Management’s innovative private wealth management service includes both a deep understanding of their client’s goals along with the constant changes in the financial markets. Their dynamic investment planning process provides constant monitoring and focuses on the growth and protection of the client’s investment portfolios. Kurt Rozman has been President of Rozman Wealth Management for 10 years and has 20 years experience in the brokerage industry. He has been awarded and recognized for his standards of client satisfaction throughout his career. New in 2012 – Over 100 Classes offered at Rozman University: Sign-up today at

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Rozman Wealth Management is a separate entity from WFAFN.

About Wells Fargo Advisors
With $1.1 trillion in client assets as of September 30, 2011, Wells Fargo’s brokerage businesses comprise 15,188 full-service financial advisors and 3,590 licensed bankers. This vast network of advisors, one of the nation’s largest, serves clients through offices in all 50 states and the District of Columbia. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC (members SIPC). Statistics include other broker-dealers of Wells Fargo & Company.

About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified, community-based financial services company with $1.3 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores, 12,000 ATMs, the Internet ( and, and other distribution channels across North America and internationally. With more than 270,000 team members, Wells Fargo serves one in three households in America. Wells Fargo & Company was ranked No. 23 on Fortune’s 2011 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy all our customers’ financial needs and help them succeed financially.

Investment and Insurance Products: Not Insured by FDIC or any Federal Government Agency. May Lose Value. Not a Deposit of or Guaranteed by a Bank or Any Bank Affiliate.

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