Broker Check

Jamie King

Investment Adviser Representative


There is nothing Jamie enjoys more than watching people find comfort in their financial future. He implements comprehensive financial planning, coupled with a well-rounded investment strategy to help his clients pursue their goals. His experience will walk you through retirement just as it helped you save for your children's education. Jamie’s passion for assisting individuals, families, and businesses throughout his community is unmatched. 

After an accomplished career with the U.S. Postal Service as Postmaster and sixteen years in the Army National Guard earning the rank of Major, Jamie started his career as a financial advisor in 1997. He’s provided hundreds of families and individuals in and around West Tennessee with steadfast advice and investment management. His commitment to his community has stretched beyond his business as seen in his previous track record of service:

  • Vice President of United Way of West Tennessee
  • Tennessee Baptist Foundation Board of Trustees
  • President of Jackson Rotary Club
  • Executive Committee of the Jackson Chamber of Commerce
  • Chairman of the USJ Endowment Committee
  • Member and Deacon at First Baptist Church of Jackson (Chairman of Finance Committee) 

Jamie lives in Jackson, TN with his wife of fifty-seven years. He has two adult children and four adult grandchildren. If not in the office, you can find him in Neyland Stadium cheering on the Tennessee Volunteers. 

Roger Ziegler

Investment Adviser Representative


Roger Ziegler enjoys working with individuals and their families to help guide them through their investment needs for retirement, education, and wealth management. Each client has different goals, and Roger helps them establish an investment process that’s best for them. He has advised hundreds of individuals, families, and business owners on their investment strategies.

Before Roger began his career as a Financial Advisor, he worked in the financial departments of Coca-Cola Bottling Co. and Wilson Sporting Goods. Roger has now been in the wealth management industry for seventeen years. Nine years ago, he merged with Jamie King to better serve his clients. He enjoys serving his community, and has done so in many different ways. A few of the previous roles he has held in his community include:

  • Member and Deacon at the Church at Sugar Creek
  • Humboldt Chamber of Commerce Board
  • Humboldt Rotary Club
  • Humboldt Hospital Advisory Board
  • Tennessee Baptist Foundation

Roger lives in Humboldt, TN with his wife of 44 years. They have two married daughters and six grandchildren.

Will King

Non-Producing Registered Representative


Upon graduating from the University of Tennessee in 2019 with a Bachelor of Science in Finance, Will now holds his Series 7 and Series 66 registrations and is a licensed Life and Health insurance agent. As the youngest member of our team he serves in several roles including marketing and business development, and represents our practice as a member of the Jackson Chamber of Commerce. 

Leigh Ann Espy

Administrative Assistant


Leigh Ann Espy, a graduate of Union University, spent seven years teaching middle school before making the switch to the investment industry in 2005. Since then she has worked closely with our clients, often serving as the first point of contact to answer any questions or concerns they may have. Her natural ability to create and maintain genuine relationships is paramount to our service. 

Leigh Ann and her husband Bill, the pastor at Antioch Baptist Church, live in Medina, Tennessee. They have two young adult children. When she isn't in the office, Leigh Ann can be found singing in the church choir and spending time with friends and family.

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.