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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.

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 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.
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