Serious about taxes and their impact on clients, Joe approaches the relationship piece of an engagement with a casual style that helps clients feel comfortable with him and the process. A very practical-minded adviser, clients also appreciate the way Joe helps them weigh the pros and cons of complex technical issues so they can develop a realistic plan to reach their goals.
With over 15 years of experience in the investment industry, Joe focuses on tax planning and compliance for investment management entities of hedge funds and cryptocurrency funds. His background includes tax compliance for partnerships, limited liability companies, C Corporations and S Corporations.
After growing up and attending high school in Maryland, Joe moved to Fawn Grove, Pennsylvania, where he currently resides. He enjoys watching sports, in particular the Baltimore Orioles, Washington Capitals and Dallas Cowboys, as well as getting out and enjoying the great outdoors.