“I was introduced to accounting when I was 19 and got a job at a local auto parts manufacturer helping with accounts receivable, accounts payable and payroll functions. I liked the fact that they gave me a lot of trust and responsibility, as well as the opportunity to learn how the business was run. That led me to study business and accounting in college."

Today, Joe helps clients identify solutions to their unique challenges. Whether providing guidance on a merger or advising a client on corporate tax planning, Joe enjoys rolling up his sleeves and figuring out the best solution to meet that client’s needs.

Joe keeps in touch with clients year-round – not just at tax or audit time – to keep his finger on market conditions, regulations and opportunities to serve clients in new ways.

In his spare time, he enjoys sports and spending time with his family. Joe lives in Whitman with his wife and three children.

Words to live by:

“Work smarter, not harder.”