Joe leads the team responsible for LNWM’s internal accounting controls and financial analysis. He works closely with members of the firm’s leadership, providing them with the tools and information they need to keep LNWM at the forefront of client-centered wealth management. Within his team, Joe strives to find the perfect mix between collaboration and independent thinking.
Designations and Education
- Certified Public Accountant
- B.A. in Business and Accounting