Joe is a seasoned legal and financial professional with over three decades of experience in tax law, estate planning and financial advisory services. Joe previously worked at a large law firm where he led the financial services team – a multidisciplinary group of attorneys and paralegals specializing in tax planning and compliance for high-net-worth individuals, corporate executives and firm partners. His leadership expanded the firm’s financial services practice nationally, including a significant presence in Washington, D.C.
Joe brings a distinguished record of leadership and service to the legal profession, with deep expertise in financial planning, regulatory policy and governance. Joe has held influential roles across nationally recognized organizations, enhancing his ability to deliver strategic legal counsel in complex financial and regulatory matters.
Joe is a nationally recognized leader in financial planning and public policy, bringing decades of experience in professional advocacy, organizational leadership and regulatory engagement to Bond. His career is distinguished by transformative contributions to the financial planning profession and a deep commitment to public service. His unique blend of legal insight and policy expertise enhances our ability to deliver comprehensive, forward thinking legal solutions.
Joe is a seasoned legal and financial professional with over three decades of experience in tax law, estate planning and financial advisory services. Joe previously worked at a large law firm where he led the financial services team – a multidisciplinary group of attorneys and paralegals specializing in tax planning and compliance for high-net-worth individuals, corporate executives and firm partners. His leadership expanded the firm’s financial services practice nationally, including a significant presence in Washington, D.C.
Joe brings a distinguished record of leadership and service to the legal profession, with deep expertise in financial planning, regulatory policy and governance. Joe has held influential roles across nationally recognized organizations, enhancing his ability to deliver strategic legal counsel in complex financial and regulatory matters.
Joe is a seasoned legal and financial professional with over three decades of experience in tax law, estate planning and financial advisory services. Joe previously worked at a large law firm where he led the financial services team – a multidisciplinary group of attorneys and paralegals specializing in tax planning and compliance for high-net-worth individuals, corporate executives and firm partners. His leadership expanded the firm’s financial services practice nationally, including a significant presence in Washington, D.C.
Joe brings a distinguished record of leadership and service to the legal profession, with deep expertise in financial planning, regulatory policy and governance. Joe has held influential roles across nationally recognized organizations, enhancing his ability to deliver strategic legal counsel in complex financial and regulatory matters.
Joe is a nationally recognized leader in financial planning and public policy, bringing decades of experience in professional advocacy, organizational leadership and regulatory engagement to Bond. His career is distinguished by transformative contributions to the financial planning profession and a deep commitment to public service. His unique blend of legal insight and policy expertise enhances our ability to deliver comprehensive, forward thinking legal solutions.
