Joe is a Founding Member of Winbridge SBF Ltd. Together with his fellow founding members, Joe oversees the tax compliance, accounting and consulting services of the firm. Joe’s professional experience spans over 32 years of of public accounting experience concentrated in income tax compliance, income and estate tax planning and IRS audit mediation specific to Corporations, Private Foundations, Partnerships, Trusts, Estates and High Net Worth Individuals.

Joe received both his Master’s Degree in Accounting (Tax) and Bachelor’s Degree in Accounting from Case Western Reserve University. He is a member the American Institute of CPAs and Ohio Society of CPAs.