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Principal, Managing Member


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™, 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 service and holistic financial planning to clients on a fee-only basis.

In 2003, ZWM opened its doors to individuals, families, businesses, retirement plans, accountants, and attorneys to provide the standard of service Tom had envisioned.

Tom has been recognized by Barron’s Magazine as a top independent advisor every year since 2011 and was selected by both AdvisorOne.com and Wealth Manager Magazine as a top advisor from 2010 to present.

Tom serves on the executive committee of the board for the Youth Jobs Center and is a member of The National Association of Personal Financial Advisors (NAPFA) and Financial Planning Association (FPA). In his free time he enjoys spending time with his wife and son, following Chicago sports teams and enjoying food and wine with friends and family.

Tom has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1992.

See what Tom is doing in his community



Director of Financial Planning


Mona is a New Orleans native who joined the ZWM team in 2007. She launched her financial planning career in 2005 after completing the CFP® certification program at the College for Financial Planning. Mona's holistic 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; providing financial literacy training for the Kingsley House and other organizations located in New Orleans. In her free time, Mona enjoys trying new restaurants, traveling, yoga, gardening and reading.

Mona has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2009.

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Financial Planning Associate


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 CFP® board-registered program.

Marshall grew up in Austin, Texas and enjoys film and live music, traveling and trying new restaurants. He has been involved as a member of the Young Leaders Fund (YLF) and is planning on serving on the board of FPA NexGen in 2016-17.

Marshall has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2015.

See what Marshall is doing in his community