Read Joe’s full bio by clicking on this link.
Joe will succeed Dave Myers, CPA, who has served as Managing Partner since 2002. “It has been my honor and privilege to serve as Managing Partner over the last 9 years. Joe will bring a great deal of knowledge and experience to the Managing Partner role. He has been directly involved in the management of the firm since his admission to the partnership in 2004 and is a natural choice to lead us into the next generation,” Dave commented. “I am confident that Joe will provide outstanding direction for the firm in the coming years.”
Under Dave’s direction, the firm has achieved a number of significant milestones with a total personnel and revenue increase over the same time period. The firm has moved to a paperless office environment, been actively involved in community service and been voted Best Accounting Firm to Work For three consecutive years in a row. Dave will continue to serve his clients and play an active role in the firm.
Joe joined The Whitlock Company in 1994 and was admitted to the partnership in 2004. “I am honored by the opportunity to continue to build on the strong foundation built by the management team and staff of The Whitlock Company. I admire Dave’s contribution to the firm and the community. His pursuit of exceptional client service, strong leadership and effective strategic practices will continue to serve as a model for me as well as other firm leaders.”
Dave and Joe have been working together to ensure a smooth transition for staff and clients. The duties and responsibilities of the Managing Partner will continue to expand as the firm continues to grow.