Our Team Members

Hey! Yep, 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 (8), Murphy (6), Clarke (4) and Crosby (4). 

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

Alright, what else? I love Notre Dame football, Cardinals baseball, and golf. I’m also one of the foremost experts on 90's music in the Midwest. 

I love to write. You can read my thoughts about the markets, the economy, and my life over at www.FinancialPlannerPeoriaIL.com.

I’ve been featured in media outlets such as CNBC, US News & World Report, The Huffington Post, The Peoria Journal Star, and WYZZ Fox 43 Peoria.

I’m a CFP® (CERTIFIED FINANCIAL PLANNER™) Professional. Roughly 70% of 'financial advisors' ARE NOT certified in financial planning. 

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. 

Rockie is also the host of the Making Finance Fun Podcast which is a podcast covering all things investing and personal finance in a laid back, easy to understand manner. 

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)

FAVORITE GOLF COURSE Around here:

Coyote Creek in Bartonville.

Pets: 

Dog (Quincy)  Cat (Homer)

FAVORITE OUTDOOR ACTIVITY(S): 

Lawn care, 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.

Hello! I'm Amanda and I am so excited to work with all of you! I grew up in a small town called Lacon, and have just recently moved to Bartonville. I graduated from Midstate College in 2016 with a degree in Business Administration. 

Not only do I get to spend my time here, but I also spend a lot of my time running a pizza restaurant in my home town called The Pizza Peel! I know, how can life get any better, right? Yes it does! I get to live this life with my best friend, my rock, and some people even call him my better half. His name is Dayton. I don't have any human children, but I have three furry ones! Two dogs, Bailey and Frankie, and I also have a kitty named Nollie. 

If you love the show 'Friends,' then we just became best friends. It's my all time favorite show. I quote it all day, everyday. Baseball (go Cubs go!) and more recently golf are my two favorite sports to watch and attempt to play. I absolutely love long walks through Target with a white chocolate mocha (hot) from Starbucks in my hand. I also enjoy blogging, reading, signing and shopping on Amazon. I'll just admit it, I love everything. The list could go on for miles. 

This is a stock photograph. The individuals pictured above are not employees of TD Ameritrade Institutional. 

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. 

How TD Ameritrade Supports Your Advisor.pdf

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. 

Read more about The XY Planning Network here. 

XY Planning Network Member Benefits 2019.pdf