Tom Zimmer, CFP^®

I am tremendously blessed to have a loving, caring and supportive family.  My wife Tina and I have been married for 24 years and we have two boys; Drew, age 22, a Junior at UW Whitewater, and Nick, age 18, a Senior at St. Mary Catholic High School. Their interests are all over the board, ranging from sports to art, technology, and nature.  They keep us very happily busy.  When I am not at one of the kids many activities, you may be able to find me on the golf course!  I like to stay involved in my church;  I am an usher at weekend masses and have served on the Finance and Education Committees.  When it comes to work I am passionate about providing my clients with the highest level of attention and service possible.  It is very rewarding to see my clients achieve their retirement goals and truly enjoy some of the best years of their lives.           

Professional Designations:

CFP® CERTIFIED FINANCIAL PLANNER™ Professional

Investment Professional

Experience:

30 years in the financial services industry, including 22 years with Zimmer Financial Group

Education:

University of Wisconsin - Madison

B.B.A "Bachelor of Business Administration" - Marketing Degree