Rockie Zeigler III, CFP ®, EA

Hi! Yes, my name is Rockie Zeigler III. Since you're probably wondering, no, Rockie isn’t my real name. It’s Roscoe (everyone asks that the first time we meet). I’m a lifelong Central Illinoisan. I grew up in Normal, then moved to Peoria in the summer of 2000 and I’ve been here ever since. I graduated from Bradley University in 2003 and I also completed studies at the College For Financial Planning.

I have an amazing family. A beautiful, patient, and fun-loving wife. Four kids, Astrid (10), Murphy (8), Clarke (6) and Crosby (6).

There's my crew on the 4th of July 2019, at Dozer Park.

Alright, what else? I love Notre Dame football, basketball and golf. Also, I know pretty much everything about 90's music.

I’ve been featured in media outlets such as CNBC, US News & World Report, The Huffington Post, The Peoria Journal Star, WYZZ Fox 43 Peoria and WMBD TV. I'm also a contributor to the new financial blog MoneyGeek.

I’m a CFP® (CERTIFIED FINANCIAL PLANNER™) Professional. Roughly 70% of 'financial advisors' ARE NOT certified in financial planning. Keep that in mind as you're looking to hire a financial planner.

I'm also an Enrolled Agent with the IRS. Yes, that IRS. What does that mean? Well, according to the IRS, an EA certificate is an elite credential issued by the IRS to tax professionals who demonstrate special competence in federal tax planning, individual and business tax return preparation, and representation matters. Pretty cool, huh?

I'm a member of The XY Planning Network which is a national network of financial planners. We don't have minimum asset requirements, we don't accept commissions, we don't have pushy sales tactics and we're all sworn fiduciaries.

I'm also a member of of the National Association Of Personal Financial Advisors (NAPFA) as well as the Fee-Only Network. NAPFA is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they assist. NAPFA has high standards in the financial advice field. Each advisor is required to sign and renew a fiduciary oath, as well as subscribe to a strict code of ethics.

Professional licenses/designations:
FINRA Series 63 (obtained in 2004)
FINRA Series 66 (obtained in 2007)
CERTIFIED FINANCIAL PLANNER™ Board of Standards Certificate (obtained in 2016)
IRS Enrolled Agent Certificate (obtained in 2021)

FAVORITE GOLF COURSE AROUND HERE:
Coyote Creek

PETS:
Dog (Quincy) Cat (Homer)

FAVORITE OUTDOOR ACTIVITY(S):
Golf, car cleaning and walks with the family

FAVORITE SPORTS TO PLAY:
Basketball and golf

CAN’T BE INTERRUPTED DURING:
Notre Dame football games and The Masters golf tournament