Tom Zimmer, CFP^®

Providing comprehensive financial planning to my clients for the past 24 years has been incredibly rewarding. Seeing the impact that having a financial plan has made for so many of my clients is what keeps me going every day. I love what I do and have formed countless friendships with my clients over the years. I am passionate about providing my clients with the highest level of attention and service possible, and it is so gratifying to see my clients achieve their retirement goals and truly enjoy some of the best years of their lives. 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 amazing boys. Drew is 23, he graduated from UW Whitewater and is working at a bank in Oshkosh as a Credit Analyst. Nick is 20, a Sophomore at UW Madison, studying mechanical engineering. When I am not at work, you may find me walking, reading, or out on the golf course.  I also like to stay involved in my church. I have been an usher and have served on the Finance and Education Committees.            

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