Our Team Members

Roscoe Zeigler

Rockie Zeigler III

CERTIFIED FINANCIAL PLANNER™ & IRS Enrolled Agent

 Casey Nabors

Casey Nabors

OFFICE MANAGER

Jami Barkley

Jami Barkley, ChFC®, EA, Candidate For CFP® Certification

FINANCIAL PLANNING ASSOCIATE & TAX ENTHUSIAST

DEDICATED SERVICE TEAM

DEDICATED SERVICE TEAM

More than 13,000 Registered Investment Advisory firms nationwide have chosen Charles Schwab as their preferred provider of client account support. With over $3 Trillion in total client assets, you can be certain that your assets are held with a financial institution that you can trust.

We utilize Schwab Advisor Services to hold our clients investment and retirement accounts because of their:

  • Cutting edge technology
  • Low-cost investment options
  • Extensive investment research
  • Lack of nickel and dime client fees

With a partner like Schwab, our firm is supported by a team that works with us each and every day. Charles Schwab assists us in providing unparalleled client service and support, along with industry leading technology.

MEMBERSHIP PARTNER FIRM

MEMBERSHIP PARTNER FIRM

With over 1,600 members nationwide, our XY Planning Network membership provides us with many important benefits. Benefits such as:

  • Access to investments that non-members oftentimes cannot obtain access to.
  • Compliance support services.
  • Financial advisor continuing educational workshops and events.
  • Executive business coaching.
  • Innovative investment programs.
  • Discounted access to top-notch support technology.

Each XY Planning Member has no minimums, no sales quotas, offers virtual or and in-person meetings, and has signed a sworn fiduciary oath to put your interests and needs first and foremost.

Read more about The XY Planning Network here.