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— Practice Group: Administration
"Our efficient systems and process oriented approach is a key component to Porte Brown’s success," proclaims Joe.
As the firm’s administrative partner, Joe works to optimize the work flow and to streamline the firm’s internal systems to create outstanding client service.
Porte Brown utilizes its team of professional staff and face to face services, to develop relationships with its clients. While many CPA firms engage the US Postal Service to communicate with their client’s, the face-to-face regular ongoing communication, improves the processing time, with regards to financial needs.
Developing Porte Brown staff to be efficient, "working smarter rather than harder" and by "focusing in on our client’s needs" are the driving forces behind the firm’s growth and client retention.
While most Porte Brown partners began as staff accountants at the firm, Joe began his career as a part-time administrative assistant while attending high school. Joe’s 30 years of experience, combined with his entrepreneurial spirit, allowed him to follow his strengths and become partner in 2002.
B.S., Accounting, Elmhurst College, Elmhurst, Illinois
FINRA Series 7
FINRA Series 66
Illinois Life, Accident and Health Insurance
Fox Valley Networkers Group
North Shore MAP Group
At Porte Brown we know that interesting people make for interesting stories. We pride ourselves on being relatable professionals with family, friends, interesting hobbies, and a deep appreciation for individual growth!
• Started working for Porte Brown when he was 16!
• Met and married his wife at Porte Brown!
*Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MI, MS, MO, NV, NJ, NC, OH, RI, TN, TX, WA, WV and WI. This is not an offer to sell securities in any other state or jurisdiction.