Joe is vice president – consulting at The Principal®. He has over 29 years of experience in employee benefits and consulting on ESOPs. He specializes in the analysis, design, implementation, and operation of ESOPs including repurchase obligation planning and retirement plans. His experience also includes tax and executive compensation consulting for companies across the country.
Joe is a Certified Public Accountant. He earned his Bachelor of Business Administration degree from Niagara University, New York, where he graduated with high honors. He is a member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants.
Joe has conducted numerous pension and benefit seminars, written articles for publications such as the Journal of Taxation, and presented at national and regional events for The ESOP Association, NCEO, the Ohio and Vermont Employee Ownership Centers, and the NYS Society of CPAs.