Lindsay McCauley

Director of Operations

Lindsay McCauley is the Director of Operations for Zeller Kern Private Wealth Management. She handles all client and firm operational duties for realizing exceptional service for our clients. She began her career in the securities industry in 1996 after her studies at Clemson University in Clemson, SC. Lindsay holds her Series 7, 63, and 66 licenses. Away from the office, Lindsay is a member of The Junior League . She enjoys spending time with her husband traveling, wine tasting, reading, and faithfully watching the Clemson Tigers Football team.

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, GA, IL, IN, ME, MN, MT, NJ, NV, OH, OR, PA, SC, TX, and WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding financial investment products and services. The financial consultants of Zeller Kern are registered representatives and investment adviser representatives with and offer securities and advisory services through Commonwealth Financial Network, Member FINRA Financial Investor Regulatory Authority / SIPC Security Investor Protection Corporation, a registered investment advisor.

Serving clients from offices in Gold River, CA and the nearby cities of Roseville, Folsom and Davis, Zeller Kern Private Wealth management, Inc., a registered investment advisor is a leading Sacramento Financial Advisor and Retirement Planning firm.