Our Professionals

Philip Zeigler, CFP
Founder and CEO

 

Philip Zeigler was born and raised in Wilmington, Ohio.  He is a graduate of Wilmington High School and earned a Bachelor of Science degree in Financial Services from Wright State University.  He has achieved a certificate as a Retirement Planning Specialist from the Wharton School at the University of Pennsylvania.

Phil began his career in the financial services industry with AXA Advisors in 2001.  During his career with AXA Advisors, Phil has distinguished himself as an elite producer.  He has achieved several personal sales awards including, Ohio Valley Associate of the Year, Order of Excalibur, four Bronze Eagles, Hallmark III, two Circle of Excellence, six Centurion Awards, and two National Leader Corps.  Phil was inducted into AXA's Hall of Fame in 2013.

Phil is a CERTIFIED FINANCIAL PLANNER™ professional and is a Retirement Planning Specialist.

Phil contributes many hours to his local community through various civic and charitable organizations including The Church of Jesus Christ of Latter-day Saints and the Clinton County Foundation.

Phil and his wife Mindy live in Wilmington and have four children, Ella, Preston, Brennen, and Griffin.

   
Michael Graham
Director of Operations

 

Michael Graham grew up in Wilmington, Ohio.  He is a graduate of Wilmington High School and earned a Bachelor of Arts degree in English from Denison University.

Michael transitioned to his current role as Director of Operations for Zeigler Financial in 2011 after eleven years as a Financial Professional with AXA Advisors.  As Director of Operations, Michael works closely with all members of the firm to process business and promptly handle client service requests.

Prior to his career in Financial Services, Michael worked in journalism as a news and sports reporter at the Hamilton, Ohio Journal-News and subsequently with publications in Cincinnati (the Cincinnati Post and Cincinnati Magazine).  He returned to his hometown of Wilmington, Ohio, in 1986 to assume the editorship of the local newspaper.  In 2010, Michael was inducted into the Clinton County Sports Hall of Fame, recocognized for his sports journalism.

Michael has served as a volunteer trustee on the boards of the Red Cross and the Multiple Sclerosis Society, and the Clinton County Family YMCA.

Michael and his wife Linda have three children - Hollie, Emily, and Michael - and four grandchildren.

   
Jessica Conley
Director of Client Services

 

Jessica Conley was born and raised in Wilmington Ohio. She is a graduate of Wilmington High School and earned an Associate of Arts degree from Southern State Community College.  She is currently pursuing a bachelor of science degree in Business Forensics from Franklin Universtiy.

Jessica joined Zeigler Financial as Director of Client Services in 2015. Prior to, she provided administrative, financial and organizational support to other local businesses. She strives to ensure consistency throughout all client interactions. Her tenacity and attentiveness provides clients with a calming and enjoyable experience.

Jessica is actively involved with several local sports organization, is a member of Faith Family Church and previously served as the board treasurer for the Experiential Academy.

Jessica and her husband Eric live in Wilmington and have three children, Braydon, Bryant and Brynn.