Meet the Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our team

Philip R. Zeigler, CFP, MSFS

Founder and CEO

(937) 382-3390

(937) 383-3490

phil@zeiglerfinancial.com

Michael Graham

Business Operations Director

(937) 382-3390

(937) 382-3490

michael@zeiglerfinancial.com

Jessica Conley

Director of Client Services

(937) 382-3390

(937) 382-3490

jessica@zeiglerfinancial.com

Brittany Miles

Business Operations Director

(937) 382-3390

(937) 382-3490

brittany@zeiglerfinancial.com