Partner – Financial Systems, Modeling and Reporting

"Hamlet said: ‘Though this be madness, yet there is method in it.’ Creating and using reliable methods makes a difference."

As a consulting CFO, Joe applies his deep experience in financial planning, analysis, and modeling in partnering with leaders of small to mid-sized businesses to help them improve their companies’ financial performance. Joe co-leads the firm’s Financial Modeling and Analysis practice group and leads the Branded Consumer Products practice group. A versatile financial professional, Joe has broad experience in financial planning & analysis, investor relations, financial operations management and process improvements that drive efficiency and cost savings. He is well-regarded for his communication skills within organizations and with external audiences, including banking partners and investors.

Before joining the 2Go Advisory Group, Joe served as Vice President of Corporate Financial Planning and Analysis at Logitech, Inc., where he held a series of increasingly responsible roles during his tenure since 1997. His experience at Logitech deepened his competencies in financial planning and analysis, investor relations, corporate treasury, and global finance. Joe built the company’s corporate financial planning and analysis function from a single person to a global team that successfully scaled to support sales that grew from $300M to $2.4B during a ten-year period. Before working at Logitech, Joe served as Director of Financial Planning and Analysis at Esprit, a privately held apparel company and as Financial Operations Manager at Digital Equipment Corporation.

Joe employs his unique skills with every project he undertakes, including his analytical and open-minded approach to problem-solving, speaking candidly to CEO’s and senior management credibly and respectfully. He is adaptable, a good listener, and he uses his low-key sense of humor to enhance communications and relationships.

Joe earned an MBA in Business Administration and Bachelor of Science at Santa Clara University, where he appreciated the Jesuit emphasis on the importance of thinking for oneself rather than simply accepting what one is told.Joe is grateful to be a native Bay area resident. Joe and his wife enjoy living on the coast with the ocean views, and life with their dogs keep them both entertained. It also helps Joe maintain perspective about what is important in life.


Practice Areas

Recent Publications


The Power of Zero-Based Planning in a Pandemic July 21, 2020

Standing at the Crossroads: Has Your Budgeting/Planning Process Outgrown Excel? June 6, 2019

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