Morgann Zimmer, CFP®Senior Financial Advisor

Current Role and Professional Background:

As Senior Financial Advisor, Morgann’s responsibilities include working with clients directly, addressing their financial planning needs. She also oversees client relationships and assists other team members with the more complex financial advisory issues. Prior to joining Goodman Financial in 2017, Morgann spent four years with KMH Wealth Management, LLC in Victoria, Texas. She worked closely supporting several financial advisors with client investments and financial plans.


Bachelor of Science in Agribusiness, Texas A&M University, 2012, Cum Laude

Affiliations, Current and Past:

Member, Young Professionals Committee, Houston CPA Society  (2019 – Present)
Member, Financial Planning Association (2017 – Present)
Member, Houston CPA Society (2015 – Present)
Former Member, American Business Women’s Association (2016 – 2017)
Former Member, Victoria Professional Express Network (2016 – 2017)