Principal-in-Charge of Northwest Pennsylvania Region | Meadville, Pennsylvania
Joe is the Principal-in-Charge of the Meadville and Erie, Pennsylvania offices of HBK CPAs & Consultants and has been with the firm since 1986.
Joe has extensive experience in the areas of business valuation, succession planning, tax planning, business consulting and retirement planning. Joe provides accounting services to a wide range of industries, including, tool and die, manufacturing, construction, timber, farming and plastic injection molding.
Education
- BS degree in Accounting with a minor in Economics from Pennsylvania State University - Behrend College
- Certificate of Education Achievement in Business Valuation from the American Institute of Certified Public Accountants (AICPA)
- Accredited In Business Valuation (ABV) from American Institute of Certified Public Accountants (AICPA)
- Certified Valuation Analyst (CVA) designation from the National Association of Certified Valuation Analyst (NACVA)
- Certified Exit Planning Advisor (CEPA)
Professional/Civic Associations
- Member, American Institute of Certified Public Accountants (AICPA)
- Member, Pennsylvania Institute of Certified Public Accountants (PICPA)
- Member, National Association Certified Valuation Analyst (NACVA)
- Member, Forest Landowners Association
- Member, Pennsylvania Independent Oil & Gas Association
- President, Economic Progress Alliance of Crawford County
- Past President, Crawford County Co-Operative Extension Board of Directors
- Past Member, Crawford County Co-Operative Extension Board of Directors
- Past Member, PICPA Long Range Objectives Committee
- Member, NACVA Course Review Committee
- Member, Gannon Small Business Development Center Board of Advisors
- Past Member, North West PA. Export Team
- Past Chairman, Meadville and Western Crawford County Chamber of Commerce
- Past Chairperson, St. Teresa’s Financial Committee
- Member, Our Lady, Queen of the Americas Finance Committee
- Member, Penn State Behrend-Black School of Business Advisory Board
