Before joining Warren Whitney, Joe served as a Senior Accountant at Meadows Urquhart, where he also served as In-Charge Accountant. His accounting experience gives him a strong understanding of financial reporting and the role sound financial management plays in business decisions.

Previously, Joe served as a Business Performance Advisor at Insperity, helping businesses succeed. He also held several senior leadership positions at West Creek, including Vice President of Sales & Products and Regional Sales Director. During his time there, he led a team of ten sales professionals covering 12 states and more than 4,000 dealers, contributing to a period of significant business growth. Earlier in his career, Joe spent several years as Sales Manager at Dominion Payroll Services, further developing his experience in professional services and business relationships.

Joe’s experience gives him a broad understanding of the financial, operational, and leadership challenges organizations face. At Warren Whitney, he works with prospective clients and referral partners to understand their needs and identify the appropriate level of expertise to help them address immediate priorities and plan for what comes next.