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 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
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®
Dan is a Certified Financial Planner™ (CFP®) professional and has been a MAP team member since April 2011. He’s 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 their financial as well as their human assets. He 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.
Becky Sebastian, CFP®
Planning and Operations
Becky joined MAP in May of 2015 as a Certified Financial Planner™ (CFP®) professional. 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. Becky works with both a planning and operations role. She facilitates the development of your financial plans and the many aspects of their implementation, coordinating both to ensure a high level of integrity and quality of outcomes. Becky deeply values helping you gain confidence and security throughout your financial planning experience
Nick J. Augustin, CFP®
Financial Planning Associate
Nick joined MAP in July of 2016 to integrate into an already thriving planning team. Nick is a Cerfified financial Planner™ (CFP®) Professional. He enjoys every aspect of the financial planning journey and is driven to deliver superior planning strategies. Nick brings experience in financial services and insurance. He worked for the State of Minnesota Disability Determinations Services evaluating Social Security claims for 5 years.Nick earned his B.A. at the University of Wisconsin-Eau Claire with a major in Political Science.
Lee Ryan, CFP®
Financial Planning Associate
Lee joined MAP in July 2018 as a Certified Financial Planner™ professional (CFP®). Lee has a bachelor’s degree in Physiology from the University of Minnesota. Lee has a penchant for helping clients achieve financial independence so they can reduce stress and increase their overall sense of wellbeing.Lee has six years of experience in the financial services industry as an advisor and project manager,finding unique solutions to ensure financial peace of mind and create a smooth, enjoyable client experience from start to finish.
Brett has been with MAP since August of 2018. He works closely with the team in both a planning and operations role. Brett earned his Bachelor’s Degree in Accounting and Finance from St. John’s University, Minnesota. Brett is highly motivated by the desire to help others and is excited to be part of a team that works diligently in helping clients MAP their future. He has experience in organizations that include insurance, customer service, and youth leadership education.