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Our Team

Royce Eric Zimmerman CPA, CFP®, CLU®, ChFC®, WMCP®

Founder

Tara Zimmerman

Leadership Development Officer

Amanda Turner

Director of Operations

Marcus Hunter

Associate Wealth Management Advisor

Sam Simones CFP®

Associate Wealth Management Advisor

Kieu T My Phan

Director of New Business and Communications

Ryan C Daniel

Investment Operations Manager