Tarie Zimmerman

Financial Advisor

Tarie's early career years were spent in Aerospace Engineering with a large Fortune 500 company located in Phoenix, Arizona. She stepped away from an engineering profession to raise a family. During this time she volunteered in multiple community organizations, managed her children's sports teams, and owned a small business. Becoming an empty nester, Tarie decided to take her passion for investing and finance to the next level. Tarie returned to college and earned her Bachelor's Degree in business and finance, graduating Summa Cum Laude.

She re-established her professional career as a licensed financial planner, advisor and insurance professional and joined the firm in 2017. Tarie uses her innate knowledge and expertise in money management to develop unique strategies which enables her clients to achieve their individual financial goals. She believes communication is an important part of being a financial advisor and is always available to her clients. Her goal is to give each client the comfort and security that their financial investments are personally managed by a passionate advocate who is always there to help them with their financial needs and goals.