Broker Check

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.

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.

<p>At our firm, we have the client&#8212;and only the client&#8212;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.

<p>Client Centered</p>

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.