Joseph graduated from LaSalle University with a Bachelor of Science in Accounting. Upon joining GMS Surgent, he dedicated himself to professional growth, earning his CPA license and achieving his current role of Manager.
Joe specializes in providing tax and business advisory services to a diverse range of clients including public and privately-held companies as well as the individuals who own and manage them, including high-net-worth individuals.
In addition to his dedicated client service approach, Joe takes pride in mentoring junior staff at the firm, demonstrating his commitment to fostering a positive culture.
610.975.9122 DIRECT
"GMS Surgent” is the brand name under which GMS Surgent, LLC and GMS Surgent Advisors, LLC provide professional services. GMS Surgent, LLC and GMS Surgent Advisors, LLC are independently owned firms that practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. GMS Surgent, LLC is a licensed CPA firm that primarily provides attest services. GMS Surgent Advisors, LLC provides tax and business consulting services and does not provide investment advisory services. GMS Surgent Advisors, LLC is not a licensed CPA firm nor a registered investment advisor.