Meet Our Team
The team at Zeller Kern is a carefully assembled group of experienced and credentialed professionals that work closely with you to make sound and empowering financial and life decisions. Our firm’s philosophy reflects our true desire to build as a team; working together to provide you solutions that best fit your specific needs.
We will treat you as part of our family, and you experience that, the moment you walk through our door.
Our advisors are seasoned with nearly 30 years of combined experience, holding a variety of credentials including MBA, CFP®, AAMS, AIF®, and CExP, and operating with full transparency to provide objective advice for our clients.