With his previous experience as an auditor at a large public accounting firm, Joe brings a detail-oriented approach and accountant mindset to each family’s wealth plan.
Experience and credentials.
- Senior Accountant | Chiampou Travis Besaw & Kershner LLP
- BS in Accounting from SUNY University at Buffalo
Joe is on the finance committee and junior board of the P.U.N.T. Pediatric Cancer Collaborative. He is a proud Buffalo Bills season ticket holder and tennis enthusiast, both as a competitive player and instructor.
Put our experience to work for your wealth.
Schedule a consultation to learn more about our investment services.