Steven D. Zimmerman, CFP®, ChFC, CLU
Co-Founder and Senior Financial Strategist
Steve co-founded the firm with Susan in January,1988. As senior consultant for financial planning at MAP, he directs your business and personal plan analyses. Steve has extensive knowledge of business, company benefit plans, estate, tax, investment, and retirement income planning. Steve earned his Bachelor’s Degree in Mathematics from St. John’s University, Minnesota. Steve’s credentials in financial services include Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). Steve has been awarded as a “FiveStar Best Personal Wealth Manager” the past 7 years by Twin Cities magazine.
Susan Zimmerman, ChFC, CLU, LMFT, CCTP
Co-Founder and Program Director
Co-founder, author, and Program Director at MAP, Susan has developed innovative tools that integrate your unique history and money personality into your overall planning. Her MAPA system (Motivated Asset Pattern Assessment) helps you gain self-awareness and prioritize goals for life planning. Susan has extensive credentials and experience in both financial planning and psychology. Her ChFC & LMFT (Licensed Marriage & Family Therapist) bring a beneficial blend for improving your planning experience while making meaningful progress. Susan’s Bachelor’s Degree in Social Science is from the University of Minnesota and her Master’s Degree is from the Adler Graduate School of Psychology.
Dan has been with MAP since August 2000 and supervises many aspects of your portfolio analysis and asset allocation. He works diligently to integrate our analytical information and portfolio recommendations into your comprehensive plan. Dan is knowledgeable in the multiple facets of your financial plan and the various accounts it contains. Dan supervises technical operations at MAP. He also manages our many advanced planning tools, systems, and equipment to keep them up-to-date and functioning optimally.
Dan has been with MAP as Planning Coordinator since April 2011 and assists with all aspects of your personal financial planning. He also oversees our corporate clients’ business retirement plans as well as succession and transition planning for our business owner clients. Dan successfully completed the Certified Financial Planner™ curriculum and passed the comprehensive exam, and is in the process of fulfilling the CFP® requirements. Dan enjoys helping you fully understand how money concepts impact your personal situation through several life stages. This results in making optimal money decisions and meaningful progress toward your financial objectives.
Mark Brice, CFP®
Associate Financial Advisor
Mark joined MAP in July 2012 as an Associate Financial Advisor and is a Certified Financial Planner™ professional (CFP®). Mark has a Bachelor of Science in Engineering from the University of Minnesota and joined MAP with industry experience as a consultant helping advisors better serve clients. Mark helps you maintain quality decisions that align your financial resources with your values, motivations and preferences. Mark embraces MAP’s comprehensive and mindful approach to guiding your financial well-being. As a collaborative partner he encourages mindfully aware and attentive choices throughout life’s many transitions.
Bonnie Romano, MBA
Client Service Coordinator
Bonnie has been with MAP as Client Service Coordinator since November 2013. She understands the importance of quality financial planning. Bonnie is responsible for a combination of client service, operational, and project management aspects within MAP. Bonnie has an MBA in Project Management from the University of Nebraska and joined MAP with four years of financial services industry experience. She has a real passion for all things business and people which makes her a perfect fit for our client-focused firm.
Planning and Operations
Becky joined MAP in May of 2015, working closely with the team in both a planning and operations role. She facilitates the development of your financial plans and the many aspects of their implementation to ensure a high level of integrity and quality of outcomes. Becky has a Bachelor’s Degree in Finance from St. Cloud State University in her Minnesota hometown, with a background in personal banking and insurance. She has successfully completed the Certified Financial Planner™ curriculum and comprehensive exam and is in the process of fulfilling the CFP® experience requirements.
Dan Johnson (DJ)
Financial Planning Associate
DJ joined MAP in January 2016 as a Financial Planning Associate. He assists in developing financial plans and supports technology applications for planning and operations. He enjoys sharing the value of financial planning to help you achieve your financial goals and gain peace of mind. DJ has a Bachelor’s Degree in Finance and minor in Financial Planning from the University of Minnesota Duluth. Dan has completed the Certified Financial Planner™ curriculum and comprehensive exam. He’s in the process of fulfilling the CFP® experience requirements and is pursuing his Master of Science in Financial Planning from the College for Financial Planning.