Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Linda J Zimmerman

Linda J Zimmerman

CFP®

Private Wealth Advisor

Chief Executive Officer of Zimmerman and Associates
Learn more about Linda J Zimmerman
Advisor photo for Molly Wilson

Molly Wilson

BFA, CFP®

Financial Advisor

Managing Partner of Zimmerman and Associates
Learn more about Molly Wilson


Our team

Greggory Dawson

Greggory Dawson

Financial Planning Assistant

Qualifications

  • Series 7

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Sydney Eckhart

Sydney Eckhart

Paraplanner,

Financial Planning Analyst

Qualifications

  • Series 7, Series 66, MN Life & Health

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Ryan Zimmerman

Ryan Zimmerman

Client Service Coordinator