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.
Claire was born and raised in West Chester, Pennsylvania, before relocating to the Tampa Bay area over a decade ago. After a fulfilling career in digital media and advertising, Claire pivoted in order to stay home with her young children. Claire currently oversees business operations for UWM, and enjoys yoga, piano, cooking, and traveling with her family.
Meredith joined our firm as an Administrative Specialist. Originally from Pennsylvania, she relocated to the Tampa Bay area over 20 years ago. Meredith obtained her undergraduate degree from Elizabethtown College and her Master of Business Administration from the University of Florida. She brings experience in Equity Research, Customer Relationship Management, Knowledge Management and Project Management. In her spare time, Meredith enjoys reading, gardening, and traveling
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.
Nermine Bolos is an Investment Adviser Representative with Unified Wealth Management. She has lived in the Tampa Bay area for over 15 years and has experience in banking, accounting, and franchising. Recipient of the 2021 Women -n- Charge Grant, and graduate of the 2020 Southern Diocese Lead Program, Nermine is passionate about educating women and small business owners on how to achieve their financial independence. In her spare time, she loves cuddling with her three young daughters, volunteering at her church ministries and watching The Tampa Bay Lightning bring home the Stanley Cup!