Schedule an Appointment

Comprehensive Wealth Planning and Management
Our Focused Wealth™ Process for building and managing your wealth.

Retirement Planning
Helping you chart a course for a secure retirement.

Investment Management
Objective investment guidance tailored to your life's goals.

Focused Wealth™ Legacy Planning
Preserving your family wealth and well being for generations.

Integrated Adviser Service
Bringing your financial and legal team together.

Wealth Vault^®
Access accounts and documents via one convenient page.

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 AZ, CA, CO, FL, GA, IL, MA, MO, NJ, NV, OR, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding 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 / SIPC, a registered investment advisor. Financial Planning offered through Zeller Kern Private Wealth management, Inc., a registered investment adviser.
Copyright ©2007 Zeller Kern. All Rights Reserved. Site by Dane Henas Design