About Us
Our History
Founded by industry veterans with a vision to revolutionize financial services, Zion Financial has grown from a small team of dedicated advisors to a nationwide network of financial experts. Our roots in Annuity.com have given us unparalleled insights into securing lifetime income for our clients, while our expansion into comprehensive wealth management services allows us to serve all aspects of our clients' financial lives.
Our Approach
We believe in a client-first approach, where your goals and concerns drive every decision we make. Our team of Certified Financial Fiduciaries is committed to always acting in your best interest. We combine cutting-edge financial strategies with time-tested principles to create plans that are both innovative and reliable. At Zion, we don't just manage money – we build prosperous futures.
Meet The Team
Rodell Razor
With over a decade in finance, Rodell Razor leads our team with a passion for helping clients achieve financial security. His expertise in retirement planning and wealth management has made him a trusted advisor to individuals and businesses
alike.
John Stevenson
John Stevenson brings a wealth of knowledge in annuities and retirement strategies. As a key contributor to Annuity.com, John's insights have helped countless individuals secure their financial futures.
Bill Broich
Bill Broich is our resident expert in life insurance and long-term care planning. With a career spanning three decades, Bill's approach combines empathy with strategic financial planning to ensure clients' peace of mind.
Garrett Burrow
As our Medicare and health insurance specialist, Dustin Settle navigates the complex world of healthcare planning with ease. His dedication to finding the right coverage for each client sets him apart in the industry.
Dustin Settle
Dustin Settle specializes in 401(k) and IRA management. His innovative approaches to retirement account optimization have helped our clients maximize their savings and prepare for a comfortable retirement.
Brittany R.
Head of Operations & Client Relations
Brittany Razor is committed to delivering exceptional client experiences while efficiently managing our company’s administrative functions. With a strong background in client relations, she adeptly addresses client needs and fosters lasting relationships. Brittany's organizational skills ensure our team can focus on providing outstanding service, making her an invaluable asset to our mission.
Articles By Our Team
[This section would be populated with actual articles written by your team members.
Here are some suggested titles based on your focus areas:]
● "Planning For Retirement"
● "Fixed Annuities”
● "How Changing American Retirement Planning Affects the Economy”
● "Ensuring a Steady Stream of Funds for a Comfortable Future”
● "Encouraging Trends in Retirement Preparedness”