Joseph S. Zaidain

Joe is an Investment Advisor Representative and registered representative of LPL Financial, Member FINRA/SIPC.  Joe is a graduate of the University of Dayton with a Bachelors and Masters degree.  He has over thirty years of experience in accounting, investment and financial planning.  Joe's specialties include personal and estate tax preparation and planning, personal financial planning, business valuations, and general management consulting.  Joe is a member of The American Institute of Certified Public Accountants (AICPA), The Ohio Society of Certified Public Accountants, and is accredited by the AICPA in Personal Financial Planning (PFS).  Joe also serves several church, school, and athletic organizations.