LMS ADVISORS - Key Persons
A partner at LMS Tax and Accounting LLC (where his focus is individual, partnership, corporation, and payroll tax return preparation) and LMS Advisors LLC (where he's a Cetera Financial Specialists LLC Financial Advisor). Joe has over ten years combined experience in both the securities and accounting industries. Joe's primary focus is helping develop retirement strategies for individuals and business owners to assist in minimizing tax obligations by utilizing appropriate account and investment choices. Joe's experience in this area provides LMS a focused service that provides customers assurance that by minimizing tax obligations they can positively impact and protect long-term goals and assets.