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 solutions, and comprehensive 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 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 served 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.
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 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; 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.
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 served on the board of FPA NexGen in 2016-17.
Marshall has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2015.
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 client make the best long-term decisions.
Dan has been a Chartered Financial Analyst (CFA®) Charterholder since 2016, and received the CFP® designation in 2018. He previously help Illinois insurance licenses in Fire, Casualty, Life and Health, as well as the FINRA Series 6 license while at his prior positions.
Dan lives in Chicago with his wife and young daughter and together they enjoy traveling, board games, and spending time with friends and family.
Eric joined the ZWM team in 2017. As our Client Service Associate, Eric is responsible for helping clients with the implementation of their financial plans. Eric partners with our clients to ensure we execute our clients’ wishes smoothly and seamlessly while keeping all parties informed and engaged. He also assists the advisors in running ZWM’s day-to-day operations. He works collaboratively with all of our advisors to free up more of their time to work with clients. Eric is the go-to person for client service: opening new accounts, helping to move money, figuring out “which forms need to be signed where,” etcetera. He runs most of our IT functions, supervises most of our software use, and is our liaison with Fidelity and other Custodians. Additionally, Eric is always available to help clients with their ZWM Personal Financial Website (PFW) questions. Previously, Eric was a Portfolio Reporting Analyst at Curian Capital, a registered investment advisor, which was an affiliate of a Jackson National Life Insurance. Prior to that, he was a Principal Client Services Consultant at PerTrac Financial Solutions. Eric earned an MBA from University of Nevada; and holds the Chartered Alternative Investment Analyst (CAIA) designation. Eric came to Chicago from Reno, Nevada via Denver, Colorado. Eric and his wife love the Windy City with the diversity of activities, Chicago food scene (especially the pizza) and the easy access to the rest of the world provided by O’Hare International airport.