Robert J. Ziegler, Jr., AIF®, CEBS
Bob Ziegler joined the Alliance team in 2006 as a consultant. His main responsibility is to assist plan sponsors and their independent investment advisors in the design and implementation of retirement plans.
Prior, Bob was with JP Morgan Asset Management and Banc One Investment Advisors where he developed his knowledge and expertise in qualified retirement plans as an Institutional Client Advisor. He was responsible for advising clients on plan design, product selection and plan implementation. Bob holds a Bachelor of Science degree in Finance from Northern Illinois University. He holds the designation Accredited Investment Fiduciary® (AIF®) and Certified Employee Benefits Specialist (CEBS).