Meet Your Guides
We’ll be with you every step of the way, no matter where you are on your retirement journey.
Bobby Zimmerman, AIF®
Co-Founder, Registered Representative
A self-described numbers guy who grew up in humble beginnings, Bobby knew early on he wanted to help others manage their money and achieve their financial goals.
Bobby first joined the financial services industry in 1998 after graduating from Monroe County Community College and Siena Heights University. More than twenty years later, he works to educate clients on all matters of their finances including investments, taxes, retirement and insurance planning. According to Bobby, the most important thing he can teach his clients is to “Plan for tomorrow, but live for today. Time goes so fast; you need to make sure you enjoy all that you can while you are still able to do so.” In 2004, he co-founded Pure Wealth Management, where he focuses on educating clients and helping them work toward their retirement dreams through customized, well-thought-out financial strategies. “I love my job,” he says. “It is truly what I was meant to do in life.”
Bobby is a financial professional who can offer investment and insurance products and services. He has passed the FINRA Series 7 and 66 securities exams and holds life and annuity insurance licenses. He is an Accredited Investment Fiduciary.
Outside of the office, Bobby and his sons, Connor and Carson, enjoy being outdoors and playing sports together, especially basketball, football, baseball and golf. Bobby enjoys coaching their basketball and football teams and attending University of Michigan football games together.
Jason Parker
Co-Founder, Registered Representative
From a young age, Jason was interested in money and its importance in everyone’s life, leading him to learn everything he could about financial markets to best help clients work toward their financial goals.
Before co-founding Pure Wealth Management, Jason served as supervisor of brokerage operations and trading for BDOPS, LLC. With more than 20 years of industry experience, he focuses on helping clients with retirement planning, portfolio construction and taxation. What Jason loves about this industry is it has allowed him to take his passion and apply it to helping others with their financial journeys.
“The term investing means so much more than just money,” he says. “I tell every client to always invest in themselves first. That will pay the largest dividends. I can assist in making your money grow, but only you can help yourself grow as a person.”
As a financial professional, Jason can offer investment and insurance products and services. He has passed the FINRA Series 7, 66, 24 and 99 Securities exams and holds life and annuity insurance licenses. He graduated from Siena Heights University with a bachelor’s of business administration.
Jason and his wife, Jayme, have two daughters, Reese and Quinn, and a Labrador named Maize. Outside of the office, he enjoys coaching his daughters in softball, hunting and playing golf.