Family Office Accounting Manager
Agile, Service-Oriented, Conscientious
For GM Advisory Group’s Family Office clients, Joseph delivers financial planning, accounting, and reporting services, helping clients meet or exceed their financial and life goals. He is dedicated to providing excellent service to wealthy individuals and their families, assisting them in managing cash flows and preparing comprehensive financial insights.
Previously, Joseph served as a Senior Audit Accountant at Schall & Ashenfarb, CPAs.
Outside of the office, Joseph enjoys spending time with his loved ones. He also makes time to crunch numbers in other ways–primarily through fantasy baseball.