Joe primarily serves Ag and traditional manufacturing companies by connecting valuable solutions to complex business problems. He focuses on helping closely held businesses achieve their strategic vision, capture opportunities, and grow.
As a certified public accountant (CPA), Joe’s work centers around building relationships with manufacturing companies and helping them overcome the business challenges they face. He utilizes his ever-growing network of resources (both external and internal), and specialized knowledge, to impact clients in significant ways. Some recent examples:
- Saving over $1 million in taxes over six years for a manufacturing business through a creative structure reorganization considering recent tax legislation while generating additional cash flow for the business and its owners.
- Captured over $6 million worth of a tax credit incentive for a growing food processor looking to expand its operations. A similar sized tax credit will again be attained over the next year.
Born and raised in Burns, Kansas, Joe quickly became interested in the business finance side and now calls Wichita home after graduating from Wichita State University. He began his career serving manufacturing clients and stayed the course. Joe’s passion is to foster trusting business relationships with clients and strives to assist in accomplishing their goals while bringing peace of mind.