Joe has over a decade of experience in the accounting and finance world. The majority of those years have been spent in public accounting working with both small and regional firms. During that time Joe focused in multiple areas of the tax and accounting functions including consulting, assurance services, business and tax strategy & compliance. Joe also spent 2 years at International Paper in their accounting department serving two divisions and managing a variety of responsibilities. Joe carries bachelor’s degrees in finance and accounting from Wright State University and holds a CPA license in Ohio. Prior to becoming a CPA, Joe worked in sales, marketing and business development.

Joe gives back to the community through church, coaching martial arts, sits on two non-profit boards, and is involved with Leadership Clark County and the Springfield Chamber of Commerce.

• Education: B.S. Accountancy and Finance, Wright State University
• Areas of Expertise: Business & Individual Tax Planning and Preparation | Audits, Reviews & Financial Reporting | Trusts & Estates | Consulting
• Interests: Golf | Music | Travel | Martial Arts | Outdoor Activities | Reading | Family Time