Our Team Members
Rockie Zeigler III
CERTIFIED FINANCIAL PLANNER™ & IRS Enrolled Agent
Mycah Amstutz
Client Experience Manager
Jami Barkley, ChFC®, EA, Candidate For CFP® Certification
FINANCIAL PLANNING ASSOCIATE & TAX ENTHUSIAST
DEDICATED SERVICE TEAM
More than 15,000 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
- No nickel and dime client fees to our clients
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
With over 2,000 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.