Steven D. Zimmerman, CFP®, ChFC, CLU
Co-Founder and Senior Financial Strategist
Steve cofounded the firm with Susan in January,1988. As senior consultant for financial planning at MAP, he mentors the next generation of planners about your business and personal financial plans. Steve has extensive knowledge of business, company benefit plans, state, 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” several years by Twin Cities magazine.
Susan Zimmerman, ChFC, CLU, LMFT, CCTP
Co-Founder and Program Director
Cofounder, 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 selfawareness and prioritize meaningful goals for life planning. Susan has extensive credentials 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. He Supervises multiple technical operations at MAP. Dan also manages our many advanced planning tools, systems, and equipment to keep them up-to-date and functioning optimally.
Dan Heiar, CFP®
Partner/Sr Financial Planner
Dan is a Certified Financial Planner™ (CFP®) professional with MAP since April of 2011. We especially appreciate Dan’s compassion for clients and team members, along with his significant charitable work outside of MAP for Team World Vision. Dan has always maintained a high interest in advanced continuing education and ways to integrate new services with MAP.
Dan has worked in the financial services industry since 2001. In addition to helping our personal planning clients, he oversees our client’s business retirement plans as well as owner benefits and transition planning. Dan finds fulfillment in playing an integral role in helping clients enhance both their financial and their human assets. He enjoys assisting clients to fully understand how money concepts impact their personal situation throughout several life stages. This results in optimal money decisions and meaningful progress toward achieving financial objectives.
Mark Brice, CFP®
Partner/Sr Financial Planner
Mark is a Certified Financial Planner™ (CFP®) professional and has been with MAP since July 2012. Mark’s extraordinary analytical and technical skills from his financial and engineering experience have served MAP clients well. At the same time, Mark has a genuine deep caring for the needs of MAP clients and highly values offering comprehensive services tailored for the diverse needs of our clients whom we serve.
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. He helps clients in making quality decisions that align financial resources with core values, motivations, and preferences. Mark embraces MAP’s comprehensive and mindful approach to guiding clients’ financial well-being. As a collaborative partner, he focuses on encouraging mindfully aware and attentive choices throughout life’s many transitions.
Nick J. Augustin, CFP®
Nick is a Certified Financial Planner™ (CFP®) professional who is in his fifth year with MAP. He has been steadfastly committed to delivering custom planning strategies that transform the framework for how our clients make life decisions while honoring their values and motivations. Nick’s industry experience prior to MAP included work for the State of Minnesota Disability Determinations Services evaluating Social Security Disability claims for five years. He earned his B.A. at the University of Wisconsin – Eau Claire with a major in Political Science and minor in History. Nick values helping clients experience the joy of expanding their money preferences awareness, peace of mind, and financial confidence. He lives in St. Paul with his wife Sara and their fuzzy adopted cocker spaniel, Rosie.
Becky Sebastian, CFP®, CDFA®
Becky is a Certified Financial Planner™ (CFP®) professional with MAP since May 2015. Becky’s considerable talents span analytical and technical skills to a natural aptitude for seeing the big picture and delivering clear communications in all circumstances. Her authenticity and reliability are of great benefit to clients and MAP team members.
Becky has a bachelor’s degree in Finance from St. Cloud State University with industry experience in personal banking, Trust services, and insurance. She facilitates the development of financial plans and the diverse aspects of their implementation, while coordinating both. This ensures a high level of integrity and quality of outcomes. Becky deeply values helping clientsgain confidence and security throughout their financial planning experience at MAP.
Lee Ryan, CFP®
Lee joined MAP in July 2018 as a Certified Financial Planner™ professional (CFP®). He graduated with a bachelor’s degree in Physiology from the University of Minnesota. Lee has a penchant for helping clients achieve financial independence to reduce stress and increase their overall sense of well-being. Lee began his career in the financial services industry in 2012 as an advisor and project manager. He excels at finding unique solutions to ensure financial peace of mind and create a smooth, enjoyable client experience from start to finish.
Sylvie Rising CFP®candidate
Financial Planning Resident
Sylvie joined MAP in May 2019 after completing her bachelor’s degree in personal finance at the University of Wisconsin-Madison. She deeply values the opportunity MAP provides to build meaningful relationships with clients. Sylvie appreciates the continued learning and close-knit culture with her MAP colleagues. Sylvie brings a strong work ethic, a passion for learning and a keen eye for detail to all aspects of her work. Her favorite part about working in financial planning at MAP is helping people achieve a greater sense of well-being through her thoughtful, strategic analysis of their finances. Sylvie has professional experience in financial research, financial plan preparation, and client service and
Trevor Ausen, CFP® RICP®
Financial Planning Associate
Trevor joined MAP in August 2019 as a Certified Financial Planner™ professional (CFP®). Trevor brings three years of experience to MAP in the financial planning industry as an advisor assistant. He enjoys finding unique planning strategies that improve client’s lives, and helping them through the many segments in the planning process. Trevor has a bachelor’s degree in Criminal Justice from the University of St. Thomas, and a RICP (Retirement Income Certified Professional) certification. He lives with his wife Annie who is an accomplished musician.
Emily Briney CFP®candidate
Financial Planning Resident
Emily joined MAP in June 2020 after completing her Bachelor of Science degree in Financial Counseling and Planning at Iowa State University. Emily appreciates MAP’s focus on clarity and honesty in relationships with clients and is excited to continue learning from the MAP team. She is passionate about financial counseling and mindful approaches to financial well-being. Emily has previous experience from a financial services firm and continues to grow her knowledge in preparing and supporting lead advisors in delivering client’s financial plans. She is in the process of earning her CFP® designation.
Attracted by MAP’s distinctive process for financial planning, Tom joined the firm in January 2021 as operations specialist. He has bachelors’ degrees in finance and history from the University of Minnesota. Tom values the commitment MAP makes in providing unbiased and sound advice to clients. Tom is enthusiastic about learning all aspects of MAP’s business operations, from technical planning to communications and education. He especially appreciates that the firm works to provide clients with comprehensive knowledge and the peace of mind that comes from knowing they are financially secure.
Jeff joined MAP in the Spring of 2021 after 15 years as an Event Planner. His ability to manage details on multiple projects is a significant asset to the MAP team. It contributes to several areas that aid overall coordination of services that help clients achieve their goals. Jeff values MAP’s mission to provide unbiased, compassionate financial planning that focuses on mindful integration of financial and human assets. Jeff has a Bachelor of Science degree in Sports Management and a Minor in Business from the University of Minnesota. He is passionate about the value of time and money and how MAP helps their clients find the right balance of both. Jeff is a Twin Cities native and currently resides in Apple Valley.