Our Team
Royce Eric Zimmerman, CPA, CFP®, CLU®, ChFC®
- BS in Accounting and Masters in Accountancy from University of Wisconsin - Madison
- CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
- Certified Public Accountant (CPA)
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
- Life and Disability Insurance Licenses
- Long-Term Care Insurance License
- FINRA Series 6, 7, 63 and 66
Personal Background
Royce began his career at Northwestern Mutual in Chicago in 2005, after 3 years of serving high net worth individuals as a tax advisor. Over that time, he has built a team to help deliver financial security to over 300 families in nearly 30 states. He is married to Tara and has 4 daughters. Beyond the commitment he has to his family and all those he serves, he enjoys sailing, snowboarding, coaching his girls, and reading.
Role & Responsibilities
Royce tends to be the first person met in a new client engagement. He oversees all relationships and planning, though is assisted in both efforts by the entire team. If there are any outstanding questions or concerns that the team cannot address, he is always available.
Marcus Hunter
- BA in Communications from Colorado State University - Pueblo
- Life and Disability Insurance Licenses
- FINRA Series 7 & 63
Personal Background
Marcus is a Colorado native. In his free time, you can find Marcus enjoying a good novel, traveling, cheering on his favorite sports teams and taking on a difficult puzzle. Marcus enjoys spending as much time as possible with his friends, family and his fiance, Emily.
Role & Responsibilities
Marcus is the Director of Planning at Royce Zimmerman & Associates. He leads our financial planning process to provide the highest quality personalized plans for clients. He focuses on bringing all aspects of our client's financial situation together so it can be viewed as a single strategy. Marcus guides clients through the implementation of financial planning strategies and recommendations. He is available as our primary client relationship manager to answer any questions you may have.
Kieu T My Phan
- BS in Biology - Communications Minor from CU Denver
- Life and Disability Insurance Licenses
- Long-Term Care Insurance License
Personal Background
Kieu was born and raised in Colorado, while proudly representing her Vietnamese-American roots. Kieu and her fiance, Alex, love spending time with their huge family (50+ cousins!), cooking, and traveling anywhere there is a warm beach or good food. Once things return to normal, Kieu hopes to travel to Japan, Thailand, Vietnam, Laos & Hawaii.
Role & Responsibilities
Kieu is your first point of contact for scheduling appointments, assistance in the underwriting process and any/all insurance servicing needs.
Sam Simones, CFP®
- BS in Finance from University of Wisconsin - La Crosse
- Certified Financial Planner®
- Life and Disability Insurance Licenses
- FINRA Series 7
Personal Background
Born and raised in Wisconsin, Sam graduated from UW – La Crosse where he studied finance and ran cross country and track. He and his wife Olivia are proud parents to two kiddos, Jackson (5) & Julia (3).
Role & Responsibilities
Sam brings 8+ years of experience to our team, acting as a Financial Planning & Investment Analyst for another firm and prior to that, a Financial Advisor & nationally recognized top intern with NM. He earned his CFP® professional certification in 2017. In his role, Sam leads and oversees our investment practice – researching, analyzing, and implementing investment strategies at a higher level for our firm.
Kevin Contrell Mills
- Life and Disability Insurance Licenses
- FINRA Series 6, 63 and SIE
Personal Background
Kevin spends most of his free time playing or watching football, and trying out new recipes in the kitchen. Originally from San Diego, CA, he also enjoys traveling and spending time with his loved ones back home.
Role & Responsibilities
Kevin joined Royce Zimmerman & Associates as the Investment & Planning Associate in 2020. Prior to joining the team, he played football at South Dakota School of Mines and was a Financial Representative for Northwestern Mutual. His primary role at Royce Zimmerman & Associates is to process investment paperwork and create plans to address the current and future goals of clients.
Tara Zimmerman
- BS in Health & Exercise Science from Colorado State University
Personal Background & Responsibilities
Prior to joining Royce Zimmerman & Associates as the Leadership Development Officer, Tara built her own book of clients at American Express Financial Advisors. She then joined Northwestern Mutual as a Financial Representative from 2005-2010 and Financial Advisor from 2010 to 2013. Royce and Tara met at the Home Office in Milwaukee, WI and married in 2009. Tara took a break from the practice to raise their four daughters, before returning to the team in 2019. Her primary role is to collaborate with her "clients" behind the scenes - our amazing team! Reach out to Tara if you have feedback for us at any time.
Amanda Turner
- BA in English - Mathematics Minor from Lipscomb University
– Cross Country Team - Life and Disability Insurance Licenses
Personal Background
Amanda joined Northwestern Mutual in 2002 and Royce Zimmerman & Associates in 2009. Amanda is married to Dan and they have two girls, Belle and Ava. Amanda enjoys reading, baking, and quilting. As a family, Amanda and Dan enjoy overlanding adventures with their girls and exploring our beautiful country. Fun fact: Amanda celebrated her 23rd birthday on the summit of Mount Kilimanjaro.
Role & Responsibilities
Amanda is responsible for the day-to-day oversight of all client services, procedures and operational systems for the team. Reach out to Amanda for account & policy values, customer service & any questions concerning online access.