Serve our clients thoroughly and thoughtfully
We deliver not only world-class wealth management, but meaningful personal service. We know our clients’ values, interests, hobbies and passions. Birthdays and anniversaries are celebrated and random acts of kindness are the norm. We are committed to long-term relationships with our clients and their families. You’ll hear from us often.
Foster an exceptional work culture
Our staff is our most valuable asset. That’s why we have created a company culture that maximizes the skills, professionalism and happiness of our team members. We give our professionals the opportunities, resources and education to be the best they can be, and we reward them for their success.
Work from a perspective of abundance
We work from a perspective of abundance, not scarcity. When you work from abundance, conflict and fear recede, replaced by good will, stewardship, and openness to new ideas. All of which contribute to success in personal relationships, professional relationships, and wealth. Zeller Kern participates in our community and profession with acts of good will, partnership, friendship and productive participation.
Lead by example and innovation
Leading by example promotes strength and cohesion with our clients, our team members, our profession and our community. We constantly push to improve our knowledge, practice and service. Working “inside the box” ensures mediocrity. Working “outside the box” counts as modern wisdom. We go one step beyond. When the box doesn’t fit, we’re not afraid to “throw the box out the window” and take a whole new approach.