Zachary Hobby, cofounder of Unified Wealth Management, is a fully licensed and regulated Financial Advisor. Zach operates off of the belief that helping others achieve what they want is the most fulfilling work, and he is grateful for the opportunity to help his clients achieve their dreams through effective wealth management. Zach’s main focus is developing comprehensive plans for families and business owners to help them build portfolios that best match their investment and tax profile. Born and raised in the Tampa Bay area, Zach is a graduate of Florida State University, where he played football. Zach and his wife, Claire, enjoy traveling, cooking, and most importantly, spending time with their precious children Evie and Theo.
Robert DiMarco, co-founder of Unified Wealth Management, received his Bachelor’s in accounting from Bryant University, a Master’s of Science in Taxation from Western Connecticut St. University, and is a licensed CPA in the State of Florida. He is a member of the AICPA, FICPA, and a member of the AICPA’s Tax Section.
Rob brings a “wealth” of business and tax knowledge to UWM. Starting his CPA practice over 25 years ago, he has prepared over 40,000 tax returns. During that time, way he has defended numerous clients in IRS audits, from correspondence audits to representing them in Tax Court; helped thousands of clients transform their entrepreneurial dreams into successful businesses, and retirement dreams into reality.
In his free time, Rob enjoys traveling, “beaching”, golfing and skiing with his wife Jacqui, a good laugh, and spending quality time with his family.
Dave is a Certified Financial Planner™ with more than 19 years of experience, which allows him, as a fiduciary of his clients, to offer advice on the development and implementation of investment strategies to help them meet their immediate and future goals. A native of suburban Chicago, he earned a Bachelor’s Degree in Business at Northeastern Illinois University, and his Certified Public Accountant designation from the University of Illinois. In his spare time, Dave enjoys gourmet cooking and golfing. Dave and his wife, Marcy, have two children and ten grandchildren.
Kelly Morgan is an administrative assistant for Unified Wealth Management. A New Jersey native, Kelly moved to the Sunshine State in 2018, where the weather matches her positive and upbeat personality. With training in customer service and business management, Kelly believes that a smile brightens any interaction. In addition to working as part of the Unified Wealth Management team, Kelly is currently finishing her doctoral dissertation on the history of visual culture in marketing and advertising in late-19th century New York City. In her spare time, she enjoys the reading on the beach, crafting, and spending time with her family.