Steven M. Zeigler (Mechanicsburg)

Steven M. Zeigler (Mechanicsburg)

Senior Associate

Phone: 717-697-7333
Fax: 717-697-8961

Steven M. Zeigler, is a graduate of the University of Wyoming where he received a Bachelor of Science degree with honors in Accounting.

In 2001, Steve successfully obtained the CFP designation based upon study in the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.

Steve brings this vast array of experience to his own firm where he and his staff provide strategies to a variety of clients.  Among those clients are many locally owned and operated businesses, ranging from professional services entities to professional corporations and retail establishments.

Through his alliance with Keystone Financial Management, Steve has expanded services to reflect the ever-changing environment of personal financial strategies where retirement, pension investment and estate conservation strategies are becoming increasingly important.  As a result, Steve also holds investment and insurance licenses to better assist his clients in solving their financial needs.

Steve believes his special strength is his ability to analyze clients’ concerns and develop practical, workable solutions on their behalf to maximize income and help to minimize taxes.

Professionally, he is a member of the American Institute of CPAs and the Pennsylvania Society of CPAs, as well as the National Association of Insurance and Financial Advisors. 

Steve resides in Dillsburg, PA.