Royce Eric Zimmerman, CPA, CFP®, CLU®, ChFC®
Wealth Management Advisor


Royce Zimmerman and Associates

My Team

 


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Royce Zimmerman, CPA, CFP®, CLU®, ChFC®

Wealth Management Advisor
(303) 512-2170
After receiving a bachelor's degree in Accounting from the University of Wisconsin, Royce Zimmerman continued his education, earning a Masters in Accounting (MAcc) with an emphasis in tax planning. Royce spent almost three years as a tax advisor for high net worth individuals with Robbins and Associates, a boutique tax firm in Chicago. Looking to serve his clientele beyond their tax needs, Royce opened his own financial practice with Northwestern Mutual in January of 2005. Royce serves clients and their families in the Denver area and all around the United States.
 
Royce is a Certified Public Accountant (CPA) and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.  In addition, Royce also holds the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations. Royce maintains his insurance and investment licensing where he serves his clients. Royce is a member of NAIFA (National Association of Insurance and Financial Advisors).
 
Royce is married to Tara and they live in Greenwood Village, Colorado with their four daughters: Avery, Charlotte, Nora, and Ruby.

 
Marie-Claire Hart

Marie-Claire Hart

Financial Planning Analyst
Office 303-758-5175
Marie is the Financial Planning Analyst for Royce Zimmerman & Associates. She graduated from Texas Christian University with a Political Science degree and went on to receive a law degree from Texas A&M University with a specialization in estate planning. Marie holds her Colorado resident Life & Health Insurance Producers License.

Marie's primary focus is creating full-scale financial plans for our clients that address risk management, and recommending investment strategies and solutions.
 
Liv Mangan

Liv Mangan

Director of Marketing and Communications
Office 303-758-5175
Liv is the Director of Marketing and Communications for Royce Zimmerman & Associates. She attended American University where she received her bachelor's degree in Communications with a concentration in Marketing.

Liv is committed to leading our marketing initiatives with a strong emphasis on coordinating client loyalty events and delivering exceptional service to foster long-term relationships.
 
Amanda Turner

Amanda Turner

Director of Operations
Office 303-653-1806
Amanda is the Director of Operations for Royce Zimmerman & Associates. She is responsible for the day-to-day oversight of all client services, procedures and operational systems for the team.
She also has extensive knowledge of our insurance products and assists with questions regarding current values, billing accounts and policy updates. Amanda holds her Colorado resident Life & Health Insurance Producers License.
 
Cory James Smith

Cory James Smith

Investment Operations Associate
Office 303-758-5175
Cory is the Investment Operations Specialist for Royce Zimmerman & Associates. He has a deep understanding of the financial markets and portfolio construction. He oversees trade operations and helps to develop and maintain the team's investment strategy and tools. His primary focus is helping our clients stay the course in obtaining their goals by creating a comprehensive investment process.
 
Kieu T My Phan

Kieu T My Phan

Director of New Business and Communications
Office 303-758-5175
 
 

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