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Joseph Hill, CPA, CFP®
Partner, Senior Wealth Advisor
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Joseph Hill, CPA, CFP®
Partner, Senior Wealth Advisor
My Bio
Joseph T. Hill, Jr., CPA, CFP® is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER®. Joe has over fifteen years of experience in tax and financial planning. He holds a BS in Accounting from the University of Maryland, an MBA and a Master’s of Science in Finance from Loyola where he was a twice honored member of Beta Gamma Sigma.
Other Team Members
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Eric Stein, CFA
Chief Investment Strategist | Partner, East Bay Investment Solutions
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Tim Gervais, CPA, CVA
Wealth Advisor
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David Staab
Associate