Staff
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.
Pictured from left: Reagan Smith, Patrick Kline, Royce Zimmerman, Sarah Tinkler, Amanda Turner, Liv Mangan
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, CFP®RICP®
Lead Advisor
patrick.kline@nm.com
303-512-2142
Patrick is an Associate Financial Representative for Royce Zimmerman. Patrick began with Northwestern Mutual in 2011 and joined Royce's team in 2015. He has obtained his state life and health insurance licenses, long term care license, Series 6, 7, and 63 securities licenses and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). Patrick enjoys meeting with our clients to discover goals, develop comprehensive financial plans, and assists with all phases of implementation. In his free time Patrick enjoys cycling and spending time with his wife Ashley and daughter Olivia.
Liv Mangan
Director of Marketing and Communications
liv.mangan@nm.com
303-300-5549
Liv is the Director of Marketing and Communications for Royce Zimmerman. Liv started her career with Northwestern Mutual and Royce’s team in 2016 after graduating from American University in Washington, D.C. Liv assists the team in scheduling, client servicing, marketing and office administration. Similar to her four years playing Lacrosse in college, Liv finds passion working and communicating within the team all aimed at achieving one common goal. In her free time, she enjoys exploring Colorado, staying active outdoors, running, and roller blading.
Sarah A. Tinkler, CLU®, ChFC®, RICP®, CFP®
Lead Advisor
sarah.a.tinkler@nm.com303-512-2194
Sarah is an Associate Financial Representative for Royce Zimmerman and Associates. Sarah began with Northwestern Mutual in 2006 and joined Royce's team in 2012. She has obtained her state life and health insurance licenses, as well as the Series 6 and 63 securities licenses. Sarah gathers and compiles our clients' data and goals into comprehensive financial plans with road maps of recommendations, and assists with all phases of implementation. Her passion in this career comes from creating financial plans that chart our clients' courses to help secure their vision for the future. Sarah lives north of Denver, enjoys teaching yoga and fitness classes at various studios in downtown Denver. She also loves hiking, camping, RV’ing, water sports, and traveling the world.
Amanda V. Turner
Director of Operations
amanda.turner@nm.com303-653-1806
Amanda is an Associate Financial Representative and the Director of Operations for Royce Zimmerman and Associates. Amanda started her career with Northwestern Mutual in 2002 and joined the Zimmerman practice in 2009. 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
Investment Operations Associate
reagan.smith@nm.com303-300-5539
Reagan is the Investment Operations Associate 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.