Get to Know Me

Joe has been in public accounting since November 2006 and joined Withum as part of the KSJG, LLP merger in January 2020.

He leads the Irvine office not-for-profit practice and also takes part in the professional services niche, where he has significant experience working with employee-owned companies (ESOPs). Joe is a fitness enthusiast and heads up the firm’s annual Withum Fitness Challenge.

Joe graduated Cum Laude from Westmont College with a Bachelor’s degree in Economics and Business and a minor in Spanish. He obtained a CPA license in the State of California in 2010.

Industry Expertise

Learn More About My Story

Learn more about my professional experience and how I spend my time outside the firm.

Education:

  • Bachelor’s Economics, Graduated Cum Laude, Westmont College

Professional Affiliations:

  • CPA, State of California in 2010

Joe currently serves as Treasurer of Every Generation Ministries, a faith-based organization that trains children’s workers around the world. His family also coaches the amazing athletes of the OC Tigers soccer team in Special Olympics Southern California.

In Joe’s free time, he loves playing soccer and mountain biking with his wife and kids and getting involved at their church in Irvine.

Authored Insights

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Art of the ESOP Transaction: Qualified Service Providers

Recent studies and polls by the Institute for the Study of Employee Ownership and Profit Sharing at Rutgers University concluded that ESOPs are good. They are good for business and good for employees. Customers opt to purchase from businesses that are employee owned, and when choosing between similar jobs, recruits opt for the job that…