Matt Zimmerman, CIMA®Senior Business Consultant
What are three words people use to describe you?
Passionate, genuine, loyal
When you are not working, what do you care about most?
My family is most important to me.
What's your MoneyMind®?
Matt is committed to helping RIAs successfully provide what clients value most: on-demand advice and guidance, in an era of advancing technology and fee compression.
Matt has over 15 years of experience in the financial services industry, with roles spanning from product development and retail distribution to institutional sales and channel marketing. He began his career at Guggenheim, made a career change to Invesco, and then took a brief sabbatical to volunteer at a youth camp in South East Alaska, where he ministered to underprivileged youth. Prior to joining FinLife Partners, Matt orchestrated the design and build-out of Milliman Financial Risk Management’s first retail platform. In this role, Matt was responsible for the day-to-day management and operations of Milliman’s distribution team, as well as the creation, development, and positioning of each business unit in the marketplace. In so doing, Matt grew assets from zero to over $70B across all channels and products.
Matt and his wife, Katie, have three children and reside in the Chicagoland area.