As a CPA & a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over forty years of experience in public accounting and tax services, Joanne has counseled hundreds of small business owners and individuals on how to minimize taxation, create business succession plans, and strategically maximize business planning opportunities. She is a Series 7 and 65 registered representative and is an Investment Advisor Representative in the Commonwealth of Pennsylvania, as well as a licensed life and health insurance agent.
Joanne founded Proactive Tax Strategies, formerly Proactive Accounting Solutions, Inc., in 2003 after a 15 year affiliation with a full service accounting firm in Montgomery and Chester Counties, specializing in small business tax and accounting services. During her tenure she moved quickly from junior accountant, to senior accountant, to manager and ultimately became the fourth partner in the prestigious firm. She moved on to establish her own practice when relocating to Bucks County was an important personal goal to her and her family.
In 2012, Joanne expanded her accounting and tax practice to offer more comprehensive and advanced planning services to her clients by creating Proactive Financial Strategies. There she offers advisory services which include investment management, insurance counseling, retirement planning and tax planning. She is currently affiliated with Securities America as an Investment Advisor. There she works with a team of professional advisors that bring many years of experience and various expertise to the table.
As an accomplished and energetic professional with a depth of experience in the financial world, Joanne is a firm believer in taking a "proactive" approach to planning. By combining the savings of optimal tax planning with an eye to protection, and the properly planned phases of accumulation and distribution as well as the strategic transfer of wealth through complete financial planning, she is able to bring value to her clients.
A native of the Bucks County area, she is a graduate of Delaware Valley College with a degree in Business Administration. Joanne and her husband Steve, live in West Rockhill township. Joanne also has a daughter, Jaimie and three grandchildren. Prior to becoming a grandmother and wanting to spend quality time with her extended family, Joanne was a former board member for the Tri-County, PA NAIFA organization and former treasurer and PAC trustee for Associated Builders and Contractors of Eastern PA.