Joe is one of the founding partners of Elevate. His 25-plus-year career in public accounting includes more than a decade of serving clients within the financial services industry. Joe is drawn to owners of RIA firms who genuinely desire to grow, knowing he can help them make it happen.
Over the years, Joe’s commitment to his clients’ best interests has cemented his reputation as a trusted partner. He relies on his deep experience in financial services to determine the most favorable tax scenario for his clients, and is a staunch advocate for proactive tax planning.
Joe graduated from University of Illinois in Champaign-Urbana and is an active member of the AICPA and Illinois CPA Society. A lifelong Chicagoan, he has been involved in the Sheilah A. Doyle Foundation and has actively supported St. Jude Children’s Research Hospital for years. He spends his rare free time planning adventures with his family, running, learning the piano, or playing golf. His two daughters are his pride and joy.