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Joe is a partner with BFJ Financial Group. Since 1975, Joe has worked with business owners and individuals to deal with the tax and business complexities they face every day. A particular interest is developing long-term strategies: retirement planning, business succession, and estate planning. Joe has spoken frequently about tax and business developments and has conducted peer reviews of fellow CPA practices.
Joe is a member of the Personal Financial Planning section and the Tax section of the American Institute of Certified Public Accountants. He is also a member of the Financial Planning Association which is devoted to furthering the financial planning profession. Joe belongs to the Maryland Association of Public Accountants as well as other local business and charitable groups. Joe is the Chairman of the MedStar Montgomery Medical Center. Joe is also a past president and past treasurer of Manor Country Club.
Joe and his wife have lived in Rockville, Maryland since 1978 where they raised their three children. He is the proud grandfather of five grandchildren. In his free time, Joe enjoys golfing, reading and going to the beach.Back to Our Team