With more than two decades of public accounting experience, Joe’s career has focused on serving both insurance companies and insurance regulators. He has extensive experience with GAAP and SAP audits, as well as experience working as a senior examiner and manager of financial analysis for a state Department of Insurance. Joe began his public accounting career as an auditor with an international firm and is well-versed in both the insurance industry and regulatory issues. He continues to serve insurance regulatory clients across the U.S., providing various services including financial and market conduct examinations.
In addition to providing more traditional services such as audits and examinations, Joe also enjoys providing specialized consulting services in areas such as regulatory examination readiness, change of control, business expansion, and forensics. He is involved with numerous insurance industry organizations and frequently participates and speaks at insurance conferences across the U.S.
Certified Public Accountant (CPA)
Certified Financial Examiner (CFE)
Certified in Financial Forensics (CFF)
Certified in Risk and Information Systems Control (CRISC)
Certified Information Systems Auditor (CISA)
Certified Information Technology Professional (CITP)
Certified Insurance Examiner (CIE)
Certified Management Accountant (CMA)
Fellow in the Academy for Healthcare Management (FAHM)
University of Southern Mississippi, Bachelor’s
Millsaps College, Master’s
400 W Pkwy Pl Ste 300 Ridgeland, MS 39157