A graduate of LaSalle University, Joe embarked on his accounting career by joining Philadelphia’s 10th largest accounting firm at the time. After gaining invaluable experience, Joe became managing partner of Hoyt, Devine and Company, Ltd where he served for 25 years before merging to become Schalleur, Devine & Surgent, LLC in 2003. In 2010, the firm was renamed GMS Surgent.

 

Joe has over 35 years of broad based experience with expertise in the areas of mergers and acquisitions, financial statement preparation and taxation for individuals and businesses representing the healthcare, hospitality, wholesale distribution and manufacturing industries. He enjoys working closely with family owned businesses, where he has effectively assisted his clients with the sale of their businesses as well as assisting in transitions from generation to generation. A testament to his service and personal manner, Joe has retained a number of clients who have been with the firm for over 40 years.

 

A former baseball and soccer coach for 20 years, Joe is still actively involved serving as a member of the Board of Directors for FC Delco, recognized as one of the most successful soccer programs in the country.  Joe celebrates 39 years of marriage and three children of whom he is most proud to watch grow and excel in their own life successes.