My Team

Helping you achieve your financial goals is the commitment you have from me and my team. We are committed to delivering excellence in client service. Please don't hesitate to contact me or any of these individuals if you have a question or a request. We will respond promptly.

 
 

Our team helps families articulate their “vision,” assess current progress, and design a written financial plan navigating the course to their future.

We accomplish this by creating synergy amongst savings, investments, risk management, legacy, and tax strategies.

Our families find peace of mind in knowing they are not alone at the helm as they face the financial challenges of the future, having guidance and accountability from a team of fiduciaries steering them toward their vision.

Our team brings insight from over 45 years of collective financial planning expertise, while relying on the 159 years of strength and research from Northwestern Mutual to help create an environment of learning and confidence while executing their plan.

 
Patrick Kline

Patrick Kline, CFP®, RICP®

Lead Advisor

Office 303-996-2365

Patrick is the Lead Advisor for Royce Zimmerman & Associates. He is the primary contact and relationship manager for our clients. Patrick consistently reviews our clients goals and objectives while implementing new strategies for success to ensure that they stay on the right financial path. He has obtained his state life and health insurance licenses, Series 6, 63 and 7 securities licenses, RICP® designation and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. In his free time Patrick enjoys cycling and spending time with his wife Ashley and daughter Olivia.

 
Marie Claire Hart

Marie Claire Hart

Financial Planning Analyst
Office 303-512-2194

Marie is the Financial Planning Analyst for Royce Zimmerman & Associates. She has a law degree from Texas A&M University with a specialization in estate planning and a bachelors degree from Texas Christian University. Marie enjoys spending her time exploring Colorado with her husband Nathan and daughter Elizabeth.

 
Liv Mangan

Liv Mangan

Director of Marketing and Communications
Office 303-758-5175

Liv is the Director of Marketing andCommunications for Royce Zimmerman and Associates. Liv assists the team in marketing, client private events, branding, positioning, social media management and office administration. She is also the primary contact for scheduling meetings with the team. Liv graduated from American University and was a 4-year member and captain of the women's lacrosse program. Similar to her years playing Lacrosse, Liv finds passion working and communicating within the team all aimed at achieving one common goal. In her free time, she enjoys exploring Colorado, skiing, running, and roller blading.

 
Amanda Turner

Amanda Turner

Director of Operations
Office 303-653-1806

Amanda is an Associate Financial Representative and the Director of Operations for Royce Zimmerman and Associates. Amanda has extensive knowledge with our insurance products and can assist with questions regarding billing accounts, current values, policy updates, and other customer service needs. Amanda is married to Dan and they have two daughters, Belle and Ava. In her free time, Amanda enjoys running, reading, baking, and quilting along with hiking and camping trips with her family.

 
Reagan Smith

Reagan Smith

Investment Operations Assistant
Office 303-300-5539

Reagan is the Investment Operations Assistant for Royce Zimmerman and Associates. Reagan started her career with Royce's team in 2017 after graduating from the College of Charleston. Reagan assists in onboarding new investment clients, and ongoing management of the investment accounts to always be in alignment with the clients’ unique financial plan and our team’s investment and planning philosophy.

 

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


Royce Zimmerman and Associates

 

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