Joe co-leads the delivery of accounting, and tax advisory services to private, public and not-for-profit clients, as well as high net worth individuals and families. Joe’s main focus is on strategic and comprehensive tax and estate planning in addition to providing compliance services. He has over 15 years of experience in accounting, auditing and tax services. Prior to joining the KB Financial team, Joe was a partner in a regional CPA firm and also serves as the firm’s Chief Financial Officer.
Joe, a CPA and a member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants, received an MBA in Accounting from Montclair University and a BS in Economics from Rutgers University. He enjoys traveling, attending concerts and sporting events and golfing.