Meet the Zion Financial Team
At Zion Financial, our work is supported by a team focused on helping clients navigate the financial decisions that arise during the transition into retirement.
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Our shared goal is to provide thoughtful guidance, clear communication, and a structured approach to retirement planning.
Founder | Retirement Strategist
Rodell Razor, MBA
Certified Roth Conversion Specialist
Retirement Income Expert
Rodell Razor founded Zion Financial with a focus on helping individuals navigate the financial complexities that often arise as retirement approaches.
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With over 15 years of experience in finance, consulting, and strategy, Rodell works with individuals and families who want greater clarity around retirement income, tax considerations, and long-term financial planning decisions.
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Rodell believes retirement planning should be intentional, thoughtful, and structured in a way that supports long-term financial confidence.
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He is passionate about helping individuals better understand the financial decisions that can shape their retirement years.
Senior Advisor
Steve Carrillo MBA, LUTCF
Certified Roth Conversion Specialist
Retirement Income Expert
Steve Carrillo works closely with clients to help guide retirement planning conversations and assist in developing thoughtful financial strategies.
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His work focuses on helping individuals understand the financial decisions that influence retirement income, tax considerations, and long-term financial security.
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Steve values building strong relationships with clients and helping them feel confident about the financial decisions they make as they approach retirement.
Supporting the Client Experience
​Behind every client relationship is a team working to ensure that each step of the planning process runs smoothly.
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From scheduling and communication to coordinating the details involved in implementing financial strategies, our support team plays an important role in helping clients have a positive experience with Zion Financial.
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Our goal is to ensure every client feels supported, informed, and cared for throughout the planning process.
Denise Perry
New Business Specialist
Diane Issacson
Retirement Income Case Expert
Derrick Issacson
Roth Conversion Case Specialist
Focused on Serving Clients Well
At Zion Financial, we believe retirement planning should feel clear, thoughtful, and structured.
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Our team is committed to helping clients navigate financial decisions with professionalism, care, and long-term perspective.
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For many individuals, the years leading into retirement bring important financial decisions.
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Our role is to help guide those decisions with clarity and confidence.
