Joe joined our affiliated firms in 1991. He enjoys providing one-on-one consulting to clients to help them meld their accounting and financial needs. He is also a frequent speaker on wealth management and tax management strategies for high-net-worth individuals.
Joe’s past experience includes an accounting position at Good & Fowler, LLP in San Francisco. He holds a bachelor’s degree in economics from the University of California, Santa Barbara. In his free time, Joe can be found operating just about any vehicle with an engine, including spec series race cars, dirt bikes and airplanes. He also enjoys scuba diving in tropical climates, and has been known to croon with his wife in karaoke bars.
