Steven E. Zeller CFP®, CExP®, NQCP®, AIF®
Co-Founder, President & Business Advisor
Steven Zeller is a Certified Business Exit Planner,
CERTIFIED FINANCIAL PLANNER ™ professional, Nonqualified Plan Consultant, Accredited Investment Fiduciary, practicing Business Advisor, for Zeller Kern Business Advisors. He has over 30 years of experience in his profession.
Serving Business Owners
Steve has a passion for making a positive, life-enhancing difference for his clients and their families. He achieves this by developing a deep understanding of their situation and needs, delivering planning and solutions, and providing the highest level of client service possible – “it’s a relationship business.”
Steve continues to actively learn, attend conferences, and develop planning processes such as the firm’s Focused Wealth Process, “Purposeful Conversations,” their Business Exit Planning Process, and the firm’s Family Legacy Development Process.
Trevor K. Kern AIF® AAMS
Co-Founder, Vice President & Chief Financial Officer
CA Insurance Lic# 0D52471
Trevor Kern is an Accredited Investment Fiduciary®, Accredited Asset Management Specialist, practicing Business Advisor, and Vice President/CFO of Zeller Kern Business Advisors. He began his career at A.G. Edwards, working with Steven Zeller while earning his Master’s degree in Finance at California State University, Sacramento in 2001. During his career, Trevor has focused on providing proactive financial planning and investment management for his clients. He is committed to providing individualized and personal wealth management strategies, offering thoughtful and customized financial planning advice. Trevor and Steve shared a vision for creating a comprehensive wealth management process, our Focused Wealth® Process, and made that vision a reality by founding Zeller Kern Business Advisors.
Lindsay McCauley
Director of Operations
Lindsay is the Director of Operations for Zeller Kern Business Advisors. 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 enjoys spending time with her husband and their pet boxer, Harold, traveling, wine tasting, and faithfully watching the San Francisco Giants and the Clemson Tigers football team.
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