Royce Zimmerman and Associates

My Team

Helping you achieve your financial goals is the commitment you have from Royce Zimmerman & Associates. We are committed to delivering excellence in client service. Please don't hesitate to contact any of our team members if you have a question or a request. We will respond promptly.


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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) wth 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. Together they love to do all things outdoors. Royce is an avid runner, ice hockey player, and cyclist.  Since moving to Colorado he has also begun fly fishing and climbing 14ers.

Royce and his family love to travel back to the Midwest to visit family and friends, as well as explore new places via the sea...their favorite mode of transportation is by sailboat! Royce learned to sail on Lake Michigan early in his career with Northwestern Mutual. The principals of sailing have become a guiding force in the Zimmerman's life as they have charted their courses and followed their family compass thus far. 


 
Patrick Kline

Patrick Kline, CFP®, RICP®

Associate Wealth Management Advisor
Office 303-512-2142

Patrick is the Lead Advisor for Royce Zimmerman & Associates. He is the primary contact and relationship manager for our team, and consistently reviews our clients' goals and objectives to help ensure that they stay on the right financial path.

Patrick holds his Colorado resident Life & Health Insurance Producers License, Series 6, 63 and 7 securities licenses, RICP® designation and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

 
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 Smith

Investment Operations Associate
Office 303-758-5175

Cory is the Investment Operations Specialist for Royce Zimmerman & Associates. He has a deep undertanding 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

Insurance Operations Associate
Office 303-758-5175
 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck