Get to Know Me
Joe is a partner with over 25 years of specialized audit experience with audits of defined contribution plans, defined benefit plans, health and welfare plans, labor organizations and not-for-profits. He conducts system-wide reviews, designs and implements accounting systems and works on special projects involving system design, expense reporting and compliance, often in conjunction with other professionals to resolve regulatory and general management issues for clients.
Before joining Withum, Joe was Managing Partner of Lindquist where he provided strategic direction and oversaw the firm’s day-to-day administration before joining Withum in 2022. Joe is an avid public speaker, having presented at the Annual Conference of the International Foundation of Employee Benefit Plans (IFEBP), the IFEBP Accountants’ Institute and the Oregon Labor Law Conference, and even taught business courses to contractors.
Looking for more information or interested in learning how Withum can help?
Let’s get started with a conversation today.Contact Me
Always a team player in the office or on the field, Joe enjoys playing, coaching, or watching sports of almost any kind. He has coached his sons’ little league baseball, basketball, and flag football teams over the years. Joe played football, basketball, and baseball in high school and for several years after. Now, an avid golfer, Joe spends time on the fairway with his wife and children.