Helping individuals and families preserve and grow their wealth, simplify their lives, and live their dreams.

Lisa Matenaer

Director of Client Relations

Lisa ensures that we deliver the highest quality service possible to our clients. She coordinates client meetings and reviews, plans special events held by our firm and organizes communications with clients, media, and the marketplace. Lisa holds a B.S. degree in communications and has over 15 years’ experience managing clients in various capacities. In her off-hours, she enjoys biking, reading and spending time with her family.

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, FL, GA, IL, IN, MO, NJ, NV, OR, 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.

Zeller Kern Private Wealth Management, Inc., a registered investment advisor is a leading Sacramento financial advisor and retirement planning firm. Copyright ©2010 Zeller Kern. All Rights Reserved. Site by Dane Henas Design