Joe joined the group in 2026. Most recently, he was an Assistant Vice President at Carleton McKenna & Co. Prior to Carleton McKenna, Joe was a Senior Associate in BDO’s Transaction Advisory Services practice and an Assurance Associate at PwC.

Joe graduated from The Ohio State University with a B.S. in Business Administration.

Outside of the office, Joe enjoys golfing, exploring the local food scene with his wife and taking his golden retriever on new adventures.