Our Team
Royce Eric Zimmerman CPA, CFP®, CLU®, ChFC®, WMCP®
Founder
- 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.
Roles & 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.
- BS at Colorado State University
PERSONAL BACKGROUND & RESPONSIBILITIES
Tara is a proud Colorado native. She grew her own successful financial planning practice with Northwestern Mutual from 2005 to 2011. After which, she took a break to spend time raising her children, volunteering with their schools, while also getting involved with Bags of Fun.
During that “break”, she did a deep dive into the world of leadership from an organizational and emotional intelligence perspective. In 2018, she rejoined Passage Wealth Partners with a new lens on the business. Since then, in addition to helping the PWP team work more cohesively and achieve at a higher individual and team level, she has been asked to speak nationally as her perspective on growing successful teams has proven so valuable.
Tara is married to Royce and they have 4 daughters. In her free time, you can find Tara on the sidelines of her girls’ sports, hiking with her girlfriends, or snuggled up with Royce reading on the back porch.
ROLE & RESPONSIBILITIES
Tara serves as our Leadership Development Officer. She focuses on our A+ clients behind the scenes and works closely with our incredible team. Her time is spent collaborating with each team member to develop strategies to reach their personal and professional goals. Tara also runs our internal meetings and development opportunities. She is a great person to reach out to if you have any feedback for our team.
About Me
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- BA in English - Mathematics Minor from Lipscomb University – Cross Country Team
- Life and Disability Insurance Licenses
Personal Background
Amanda graduated with a Bachelor of Arts in English with a Mathematics Minor from Lipscomb University. She then 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 gardening. As a family, Amanda and Dan enjoy living on their hobby farm, adventuring with their girls, and exploring our beautiful country. She even celebrated her 23rd birthday on the summit of Mount Kilimanjaro.
Roles & Responsibilities
Amanda is responsible for the day-to-day oversight of all client services, procedures, and operational systems for the team. Contact Amanda for career or internship opportunities.
- BA in Communications from Colorado State University - Pueblo
- Life and Disability Insurance Licenses
- FINRA Series 7 & 63
Personal Background
Marcus is a Colorado native! He received his bachelor’s degree in communications from Colorado State University in Pueblo. He charted a career in financial planning as a way to support the dreams and goals of families, including his own. 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 wife, Emily.
Roles & Responsibilities
Marcus serves as a lead financial plan analyst 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 holistically. Marcus guides clients through the implementation of financial planning strategies and recommendations. He is available as a client relationship manager to answer any questions you may have.
- BS in Finance from University of Wisconsin - La Crosse
- CERTIFIED FINANCIAL PLANNER™ Professional
- Life and Disability Insurance Licenses
- FINRA Series 7
Personal Background
Born and raised in Wisconsin, Sam graduated from University of Wisconsin – La Crosse where he studied finance and ran cross country and track. Sam served as a Financial Planning & Investment Analyst as well as a Financial Advisor in previous roles, and was a nationally recognized top intern and first year associate with Northwestern Mutual in 2014-2015. He joined the Passage Wealth Partners team in 2021 building on his nearly 10 years of experience in the industry. He and his wife, Olivia, are proud parents to two kiddos, Jackson and Julia. Sam spends his free time grinding on his golf game and managing their rental properties.
Roles & Responsibilities
Sam is a Associate Financial Advisor who leads and oversees our investment practice – researching, analyzing, and implementing investment strategies at a higher level for our firm. He’s always creating new ways to help our clients deepen their understanding of their investment decisions and supporting them in their financial journey.
- 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, and she earned her bachelor’s degree in biology from CU Denver. She joined the Passage Wealth Partners team in 2018 in an effort to serve families and help people achieve their financial goals. Kieu and her husband, Alex, love spending time with their family and friends, cooking, and traveling anywhere there is a new culture, warm beach, or good food. A southeast Asia tour traveling through Japan, Thailand, Vietnam, Laos is on the bucket list!
Roles & Responsibilities
Kieu is your first point of contact for scheduling appointments, assistance in the underwriting process and any/all insurance servicing needs. She keeps our team organized and on track in serving our clients.
- BS in Music Recording and Production from Full Sail University
- Life and Health Insurance License
- Long Term Care Insurance License
- FINRA SIE & 63 Certification
Personal Background
Ryan has been in Colorado since the age of two and doesn't plan on moving any time soon. We consider him a native. He earned his degree from Full Sail University and began his career in the financial industry soon after. Ryan married his wife, Megan, in September 2021 after being together for six years. In his free time, he enjoys fly fishing in the summer, hunting in the fall, hiking, and camping.
Roles & Responsibilities
Ryan serves as the Workflow Manager within Passage Wealth Partners. He assists in coordinating investment paperwork, facilitating transfers, and providing investment account services. Ryan provides additional support as needed with insurance applications, underwriting, and service.
About Me
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