An accounting professional for nearly four decades, Joe dedicates his experience in accounting and finance to a diverse group of business clients. Joe focuses his time working with small- to mid-sized businesses in a variety of industries, specializing in mortgage banking, real estate, professional services, and construction.
His significant experience has proved valuable in guiding clients through mergers and acquisitions, financing, restructuring, and business planning for expansion, succession, and other corporate needs.
- Real estate
- Professional services
- Mortgage banking
- Nursing homes
- Homeowner associations
SUBJECT MATTER EXPERTISE
- Business consulting
- Peer reviews
PROFESSIONAL & CIVIC AFFILIATIONS
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
- Gwynedd Mercy University – Board of Trustees
- LaSalle University
B.S. Accounting, cum laude