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
Financial Planning, Strategy & Annuity Specialist
With almost two decades in finance, Rodell 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.
Stephen Carrillo
Estate Planning, Investments & Retirement Strategy
Stephen is a trusted expert in estate conversions, tax-efficient strategies, wealth allocation, and retirement planning. With years of experience helping clients navigate complex financial transitions, Stephen combines deep technical knowledge with a personalized approach to create strategies that protect and grow wealth across generations. Whether you’re preparing for retirement, optimizing your tax position, or building a legacy plan, Stephen brings clarity and confidence to every stage of the financial journey.
Denise Perry
New Business Specialist
Denise brings over a decade of financial and insurance experience. She ensures every client experience is smooth and efficient from start to finish. With a strong background in operations and financial services, she oversees applications, communication, and policy delivery with precision. Denise’s attention to detail and commitment to excellence help clients move confidently from planning to implementation.
Michael McMillan
Michael is a seasoned financial advisor and Managing Director at Equitable Advisors, specializing in wealth management, retirement strategy, and legacy planning. He brings deep industry experience and a relational approach to helping clients and advisors make confident, long-term financial decisions.
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.
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”