Our Team
- BS in Accounting and Masters in Accountancy from University of Wisconsin - Madison
- CERTIFIED FINANCIAL PLANNER™ Professional
- Wealth Management Certified Professional (WMCP®)
- Certified Public Accountant (CPA)
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Life and Disability Insurance Licenses
- Long-Term Care Insurance License
- FINRA Series 6, 7, 63 and 66
PERSONAL BACKGROUND
Royce graduated from the University of Wisconsin with a master’s degree in accounting, with an emphasis in tax. After practicing as a CPA for a family office in Chicago, he began his career in financial planning with Northwestern Mutual in 2005. He moved his practice to Denver in 2009, and subsequently built a team to help deliver financial security to over 400 families in more than 30 states.
He is married to Tara and has 4 daughters. When not busy coaching his girls, he enjoys time on the ocean, sailing, time on the mountain, snowboarding and hiking, and down time, reading and playing guitar.
ROLE & RESPONSIBILITIES
Royce tends to be the first person met in a new client engagement. He oversees all relationships and planning, though is assisted in both efforts by the entire team. If there are any outstanding questions or concerns that the team cannot address, he is always available. He views Passage Wealth Partner’s role as that of a partner of the families served, ensuring they are always on path to their most amazing future.
- BA in English - Mathematics Minor from Lipscomb University
– Cross Country Team - Life and Disability Insurance Licenses
Personal Background
Amanda joined Northwestern Mutual in 2002 and the team in 2009. Amanda is married to Dan and they have two girls, Belle and Ava. Amanda enjoys reading, baking, and quilting. As a family, Amanda and Dan enjoy overlanding adventures with their girls and exploring our beautiful country. Fun fact: Amanda celebrated her 23rd birthday on the summit of Mount Kilimanjaro.
Role & Responsibilities
Amanda is responsible for the day-to-day oversight of all client services, procedures and operational systems for the team. Reach out to Amanda for account & policy values, customer service & any questions concerning online access.
- BA in Communications from Colorado State University - Pueblo
- Life and Disability Insurance Licenses
- FINRA Series 7 & 63
Personal Background
Marcus is a Colorado native. In his free time, you can find Marcus enjoying a good novel, traveling, cheering on his favorite sports teams and taking on a difficult puzzle. Marcus enjoys spending as much time as possible with his friends, family and his fiance, Emily.
Role & Responsibilities
Marcus is the Director of Planning. He leads our financial planning process to provide the highest quality personalized plans for clients. He focuses on bringing all aspects of our client's financial situation together so it can be viewed as a single strategy. Marcus guides clients through the implementation of financial planning strategies and recommendations. He is available as our primary client relationship manager to answer any questions you may have.
- BS in Finance from University of Wisconsin - La Crosse
- Certified Financial Planner®
- Life and Disability Insurance Licenses
- FINRA Series 7
Personal Background
Born and raised in Wisconsin, Sam graduated from UW – La Crosse where he studied finance and ran cross country and track. He and his wife Olivia are proud parents to two kiddos, Jackson (5) & Julia (3).
Role & Responsibilities
Sam brings 8+ years of experience to our team, acting as a Financial Planning & Investment Analyst for another firm and prior to that, a Financial Advisor & nationally recognized top intern with NM. He earned his CFP® professional certification in 2017. In his role, Sam leads and oversees our investment practice – researching, analyzing, and implementing investment strategies at a higher level for our firm.
- Life and Disability Insurance Licenses
- FINRA Series 6, 63 and SIE
Personal Background
Kevin spends most of his free time playing or watching football, and trying out new recipes in the kitchen. Originally from San Diego, CA, he also enjoys traveling and spending time with his loved ones back home.
Role & Responsibilities
Kevin joined the team as the Investment & Planning Associate in 2020. Prior to joining the team, he played football at South Dakota School of Mines and was a Financial Representative for Northwestern Mutual. His primary role on the team is to process investment paperwork and create plans to address the current and future goals of clients.
- BS in Biology - Communications Minor from CU Denver
- Life and Disability Insurance Licenses
- Long-Term Care Insurance License
Personal Background
Kieu was born and raised in Colorado, while proudly representing her Vietnamese-American roots. Kieu and her fiance, Alex, love spending time with their huge family (50+ cousins!), cooking, and traveling anywhere there is a warm beach or good food. Once things return to normal, Kieu hopes to travel to Japan, Thailand, Vietnam, Laos & Hawaii.
Role & Responsibilities
Kieu is your first point of contact for scheduling appointments, assistance in the underwriting process and any/all insurance servicing needs.
- BS in Music Recording and Production from Full Sail University
- Life and Health Insurance License
- Long Term Care Insurance License
- FINRA SIE
Personal Background
Ryan has been in Colorado since the age of two and doesn't plan on moving any time soon. In his free time, he enjoys fly fishhing in the summer, hunting in the fall, hiking and camping. Ryan married his wife, Megan, in September 2021 after being together for six years.
Role & Responsibilities
Ryan serves as the Workflow Manager within Royce Zimmerman & Associates. He assists in coordinating investment paperwork, facilitating transfers, and providing investment account service. Ryan provides additional support as needed with insurance applications, underwriting, and service.