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.Our shared goal is to provide thoughtful guidance, clear communication, and a structured approach to retirement planning.
Private Wealth Consultant
Rodell Razor, MBA
Specialities: Roth Conversions, IRA Tax Strategy
Private Wealth: Management: Executives, Athletes, & Creators
Rodell Razor founded Zion Financial with a focus on helping individuals navigate the financial complexities that often arise as retirement approaches.
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.
Rodell believes retirement planning should be intentional, thoughtful, and structured in a way that supports long-term financial confidence.
He is passionate about helping individuals better understand the financial decisions that can shape their retirement years.
Senior Advisor
John Ramsden
Senior Advisor - Tax Free Retirement Expert
John brings two decades of experience in Financial Services and Real Estate to building comprehensive wealth strategies. He focuses on growing assets while managing the risks that erode them most — taxes, inflation, market swings. His specialty: helping clients cut their biggest retirement expense, taxes.
John started at Ameriprise Financial in 2001. In 2013 he expanded into Real Estate, earning the Circle of Excellence Award every year through 2021. He now integrates real estate directly into client financial plans, using data-driven tools to guide decisions across both conventional and alternative investments.
Outside the office, John is a family man, avid golfer, and devoted New York sports fan — someone who understands that good financial planning starts with understanding what people actually care about.
Investment Team
Zion Financial is led by a team of experienced professionals who believe meaningful financial planning requires collaboration, discipline, and a long-term perspective.
Each leader contributes specialized knowledge in areas including investment management, retirement income planning, tax-efficient strategies, insurance solutions, and client relationship management. Together, they provide the experience and oversight necessary to help clients navigate complex financial decisions with confidence.
Our collective focus is to deliver objective guidance, exceptional service, and strategies designed to support the goals of every family we serve.
Marc Rogers
Founder, Producers Prospect
Kevin Harwood
Senior Portfolio Manager
Nick Johnson
Case Design Manager
Focused on Serving Clients Well
At Zion Financial, we believe retirement planning should feel clear, thoughtful, and structured.
Our team is committed to helping clients navigate financial decisions with professionalism, care, and long-term perspective.
For many individuals, the years leading into retirement bring important financial decisions.
Our role is to help guide those decisions with clarity and confidence.
