Our Team Members
Rockie Zeigler III, CFP ®, EA
FOUNDER & CERTIFIED FINANCIAL PLANNER™
Casey Nabors
OFFICE MANAGER
Jami Barkley, ChFC®, EA, Candidate For CFP® Certification
FINANCIAL PLANNING ASSOCIATE & TAX ENTHUSIAST
DEDICATED SERVICE TEAM
More than 6,000 Registered Investment Advisors nationwide have chosen TD Ameritrade Institutional as their preferred provider of client account support. With over $1.1 Trillion in total client assets, and over 11 million client accounts, you can be certain that your assets are held with a financial institution that you can trust.
We choose TD Ameritrade Institutional 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 TD Ameritrade Institutional, our firm is supported by a team that works with us each and every day. TD Ameritrade Institutional assists us in providing unparalleled client service and support, along with industry leading technology.
MEMBERSHIP PARTNER FIRM
With over 1,200 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.