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9946 Johnnycake Ridge Rd, Concord, OH 44077

(440) 354-0375
info@zfstax.com
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Where Tax-Intelligent Planning Opens Doors to Your Financial Opportunities 

With a legacy spanning more than four decades, our family-owned business stands as a testament to our unwavering commitment to your family's financial well-being. 

Since 1982, we have taken pride in being a trusted partner in your journey toward financial success. Our roots run deep, and our dedication to helping you plan for the future is at the heart of everything we do. 

As a family ourselves, we understand the importance of securing your loved ones' financial stability. From generation to generation, we've been by your side, offering personalized guidance and expertise to help ensure that your family's financial dreams not only endure but flourish. Trust in us as your financial ally because, at our core, we believe in the lasting power of family and the prosperity that comes with thoughtful, holistic wealth management planning.

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Discover how our expert financial planners provide personalized strategies to help you achieve your financial goals. Watch our video to learn more about our comprehensive services and how we can support your journey to financial success.

Our Services

At Zappitelli Wealth Advisors, our mission is to provide comprehensive wealth management services and to help simplify complex financial affairs. Our job is to guide our clients so they can achieve their goals in life. 

Investment
Management

Elevate Your Wealth

Our specialty is helping families implement wealth management strategies to pursue the outcomes that matter to them. We offer a wide range of investment services and retirement solutions including stocks, mutual funds, exchange traded funds, equity options, fixed-income securities, and alternative investments.

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 Individual
Wealth
Management

 Protect Your Family’s Financial Future

We consider it an honor and privilege to work with our clients through all the stages of their life and serve as their trusted advisor and single source for their financial management needs. We can help you plan for retirement, maximize your savings, and help protect your family’s financial future.

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Business
Wealth
Management

Grow Your Business

We are a business you can trust with your business. Whether it’s managing cash flow, establishing tax planning strategies, or setting up retirement plans, we have the experience to help protect your business and manage its assets.

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Taxes


Get Expert Tax Advice

We began as a tax and accounting firm and have helped people navigate the complex tax world for more than 40 years. Let us conduct your tax-intelligent planning to help open doors to even more financial opportunities.

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Who We Are

Planning for Your Family Makes You Part of Ours

Planning for Your Family Makes You Part of Ours

Yes, we are family, and we feel that the family-centric approach we take for our clients sets us apart from other financial advisors. We feel a commitment to one another and to our community. One strategy doesn’t fit everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We would love to set up an appointment and learn how we can best help you and your financial future.

Alicia Bardzilauskas

Alicia Bardzilauskas

Staff Accountant

abardz@zfstax.com

Annie Baumberger

Annie Baumberger, EA

Registered Representative / Enrolled Agent

abaumberger@zfstax.com

Carol Buell

Carol Buell

Tax Preparer

Cbuell@zfstax.com

Carole Zappitelli

Carole Zappitelli

Office Manager

Chloe Beach

Chloe Beach

Staff Accountant

cbeach@zfstax.com

Collin McKenzie

Collin McKenzie

Tax Accountant

cmckenzie@zfstax.com

Cynthia Rangel

Cynthia Rangel

Tax Preparer

crangel@zfstax.com

Dan Platano

Dan Platano

Tax Preparer

Dplatano@zfstax.com

Diana Zappitelli-Ridenour

Diana Zappitelli-Ridenour, CPA

Registered Representative

dridenour@zfstax.com

Gary Nelson

Gary W. Nelson is a Certified Public Accountant with more than 40 years of experience in public accounting. He served as Managing Partner of his firm for 30 years before merging with Zappitelli Financial Services in 2024.

Gary has been married to his wife, a school teacher, for more than 40 years. They have one daughter and two grandchildren who reside in Connecticut.

Gary plans to continue working part-time for many years to come. He finds public accounting to be a rewarding career, particularly because each day brings new challenges and opportunities to help clients solve problems and achieve their goals. Building relationships with clients and making a meaningful difference in their financial lives are among the aspects of the profession he values most.

Gary Nelson is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Gary is in no way related to Cetera Wealth Services, LLC or its registered representatives.

CPA

gnelson@zfstax.com

Jackie Kelly

Jackie Kelly

Administrative Assistant

jkelly@zfstax.com

Jackson Kramer

Jackson Kramer

IT Specialist

jkramer@zfstax.com

Janice Redenshek

Janice Redenshek

Tax Preparer

Jredenshek@zfstax.com

Jeffrey Burch

Jeffrey Burch, CFP ®, MBA

Financial Advisor

jeffrey.burch@zfstax.com

John Zappitelli

John M. Zappitelli, CPA, Partner

CPA, Partner

Josephine Burch

Josephine is a Senior Tax Accountant with Zappitelli Financial Services, where she has been an integral part of the firm since she was a little girl. After graduating from Notre Dame College with a Bachelor’s Degree in Accounting in 2008, Josephine began her career with Zappitelli Financial Services, bringing with her a strong work ethic, attention to detail, and a genuine passion for helping clients navigate their financial and tax needs. During her time at Notre Dame College, she was also a member of the Women’s Fastpitch Softball Team where she learned the importance of being a part of something great.

Since 2009, Josephine has proudly managed the Mentor-on-the-Lake Tax Office, where she assists thousands of clients with tax preparation and tax planning. Her extensive knowledge and years of tax experience have made her a valued resource to both her clients and the Zappitelli team.

Josephine’s passion for her work is deeply influenced by her father, Robert, whose dedication and enthusiasm for what he does has inspired her throughout her career. As she says, “His passion for what he does drives all of us to reach further.”

In addition to her role as a Senior Tax Accountant, Josephine plays an important role in supporting the other Zappitelli family-owned businesses throughout Northeast Ohio. Being the oldest of all the Zappitelli children, her willingness to work hard and help when needed has been a crucial part of the growth and success of their businesses. Known for her willingness to step in wherever she is needed, she is a true team player who is always ready to assist her coworkers and clients.

Outside of work, Josephine enjoys spending time with her husband, Jeff, and their two daughters, Juliette and Vivianne.  Whether she is coaching their cheerleading squads or cheering them on from the sidelines, she enjoys watching her daughters pursue their passions. When she is not on the sidelines, she loves cooking, traveling, anything beauty/fashion and decorating her house. For Josephine, family time and creating lasting memories together are among the things she values most.

Josephine Burch is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Josephine is in no way related to Cetera Wealth Services, LLC or its registered representatives.

Financial Services Coordinator, Senior Tax Accountant

jburch@zfstax.com

Karen Sulecki

Karen Sulecki

Office Manager/ Senior Tax Preparer

ksulecki@zfstax.com

Karen Krueger

Karen Krueger

Tax Accountant

Kkrueger@zfstax.com

Laura Zubkousky

Laura Zubkousky

Senior Accountant / Corporate Tax Specialist

lzubkousky@zfstax.com

Mark Baniewicz

Mark Baniewicz, CFP® CAS®

Financial Advisor, Tax Manager

mbaniewicz@zfstax.com

Nikki Duvnjak

Nikki Duvnjak

Senior Accountant / Corporate Tax Specialist

Nduvnjak@zfstax.com

Renee Zappitelli

Renee Zappitelli, CPB, Corporate Controller

CPB, Corporate Controller

Rob Sason

Rob Sason

Financial Advisor

rsason@zfstax.com

Robert Zappitelli

Robert A. Zappitelli, CFP®, E.A., Partner

Director of Wealth Management

Rzappitelli@zfstax.com

Robert Zappitelli II

Robert A Zappitelli II, MBA

Financial Advisor

bzappitelli@zfstax.com

Ryan James

Ryan James

Tax Accountant

rjames@zfstax.com

Seth Baumberger

Seth Baumberger

Office Manager

sbaumberger@zfstax.com

Sheri Zappitelli

Sheri Zappitelli

Senior Payroll Specialist

szappitelli@zfstax.com

Skylar Tekavic

Skylar Tekavic

Tax Accountant

stekavic@zfstax.com

Terry Evitts

Terry Evitts

Office Manager

tevitts@zfstax.com

Thomas O’Neill

Thomas O’Neill, CPA

CPA

Zymer Duka

Zymer Duka, EA

Tax Preparer / Enrolled Agent

Zduka@zfstax.com

What Our Clients Say

Relatable Financial Advice

“Zappitelli Wealth Advisors can explain things to me in a way that makes sense. They have tons of patience, and they don’t hide anything from me. I ask lots of questions, and they are so helpful to me.”

*This testimonial was provided by a current client. It may not reflect the experience of other clients and does not guarantee any future success or performance. There was no compensation given for this testimonial. 

Constant Support

“When one person is not available, they’ll always have someone available to take care of me. I call them, and they immediately answer. They are extremely responsive.”


*This testimonial was provided by a current client. It may not reflect the experience of other clients and does not guarantee any future success or performance. There was no compensation given for this testimonial. 

Personal Service

“The last place that handled my finances talked down to me because I was a woman. The team at Zappitelli Wealth Advisors will sit down and explain everything to me. When my husband passed, they helped me so much. I have nothing but positive things to say about them.”


*This testimonial was provided by a current client. It may not reflect the experience of other clients and does not guarantee any future success or performance. There was no compensation given for this testimonial. 

Sound Business Advice

“As a small business owner, Zappitelli Financial Services got me started on the right foot with sound business advice that has saved my company money. They handle my paperwork, which allows me to focus on what I do best.”


*This testimonial was provided by a current client. It may not reflect the experience of other clients and does not guarantee any future success or performance. There was no compensation given for this testimonial. 

Unmatched Expertise

“I’ve been with Zappitelli Wealth Advisors for 20 years. Their expertise in all aspects of business has proven invaluable to me. There hasn’t been a tax situation they haven’t handled to my complete satisfaction.”


*This testimonial was provided by a current client. It may not reflect the experience of other clients and does not guarantee any future success or performance. There was no compensation given for this testimonial. 

Trusted Business Advice

“The Zappitellis helped me purchase my company four years ago. They handle the daily affairs of my business including banking, bookkeeping, and payroll. They make running a business easy by having all the answers and taking care of any issues that may arise.”


*This testimonial was provided by a current client. It may not reflect the experience of other clients and does not guarantee any future success or performance. There was no compensation given for this testimonial. 

Come and See Us Today!

With 11 offices and counting, we love nothing more than to serve our community of Northeast Ohio.

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