ZIMMERMAN WEALTH MANAGEMENT - Key Persons

Job Titles:

• Chartered Financial Analyst

A Chicagoland native, Dan joined Zimmerman Wealth Management, LLC in 2018. Prior to ZWM, Dan developed a passion for helping clients achieve their financial goals as a Financial Coach at Next Door, a part of the research division of State Farm, for 3 years. Before State Farm, Dan worked in equity research at Morningstar, Inc. for 4 years. Dan is focused on demystifying finances through unbiased, individualized solutions, which help clients make the best long-term decisions. Dan has been a Chartered Financial Analyst (CFA®) Charterholder since 2016, and received the CERTIFIED FINANCIAL PLANNER™ practitioner designation in 2018. He previously held Illinois insurance licenses in Fire, Casualty, Life and Health, as well as the FINRA Series 6 license while at his prior positions. Dan supports and has volunteered for several community organizations, including previously serving as an Associate Board Member of One Million Degrees (OMD). The Associates Board strives to increase awareness and provide support for the philanthropic work of the organization. OMD is a non-profit based in Chicago that assists low-income students succeed in school, work and life. Dan has also provided investment seminars at Walter Payton High School, Northwestern, University of Illinois at Chicago, and other local schools. He is an active member of the Chicago CFA Institute and the Financial Planning Association (FPA). Dan lives in Northbrook with his wife and two young daughters and together they enjoy traveling, board games, and spending time with friends and family.

Marshall joined ZWM in 2013 after gaining experience in client service and portfolio administration at another financial planning firm. Prior to moving to Chicago in 2012, Marshall earned a Bachelor of Business Administration degree in Economics from St. Edward's University and both an MBA and a Master of Science in Personal Financial Planning from Texas Tech University, a CERTIFIED FINANCIAL PLANNER™ practitioner board-registered program. As a financial planner, Marshall is deeply committed to helping clients achieve their financial goals and providing timely guidance during their life transitions. Marshall and his wife are active in the community and are devoted to helping underserved groups. In the past, Marshall was on the board of the Young Leaders Fund, an initiative of the Chicago Community Trust, which helps identify and assist up-and-coming non-profit organizations that are making a positive impact in Chicago's underserved communities. Marshall also volunteers for the Financial Planning Association (FPA) and has assisted the Youth Jobs Center of Evanston in enhancing the organizations' donations infrastructure. Marshall is an Austin native and moved to Chicago in 2012. He lives downtown with his wife and their Goldendoodle. Together, they enjoy traveling, live music and spending time with family and friends. Marshall has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2015.

Mona is a New Orleans native who joined the ZWM team in 2007. She launched her financial planning career in 2005 after completing the CERTIFIED FINANCIAL PLANNER™ practitioner certification program at the College for Financial Planning. Mona's comprehensive approach creates financial plans that are sensitive to each family's unique circumstances and resources. Mona is passionate about helping people realize their dreams and extends this commitment to the community. She is a member of the Financial Planning Association (FPA) and has served as a pro bono volunteer. Mona has provided financial literacy training at the Kingsley House and pro bono financial planning services for Operation Homefront, which assists wounded veterans and their families during difficult financial times. Mona and her husband are dedicated in helping alleviate food insecurity in and around the New Orleans area. They are also committed to "New Orleans Musicians' Clinic" which provides health care to musicians and performing artists that need assistance. In her free time, Mona enjoys trying new restaurants, traveling, yoga, gardening and reading. Mona has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2009.

Tom founded Zimmerman Wealth Management (ZWM) after an extensive career at Mesirow Financial and Merrill Lynch. With over thirty years of experience as an investment advisor and more than twenty years as a CERTIFIED FINANCIAL PLANNER™ practitioner, Tom's vision for ZWM cultivated from the desire to create an independent financial planning and investment advisory firm that could provide objective advice, personalized solutions, and comprehensive financial planning to clients on a fee-only basis.