It is a pleasure to welcome Joshua Pisa to the firm who will provide tax services and tax research for clients. Josh previously worked for Ernst & Young in Tampa, Florida providing professional services in the areas of comprehensive financial planning and tax compliance for high-net-worth individuals, trusts, and estates. Prior to that, he worked for Wells Fargo Bank, Wells Fargo Securities in Sarasota, FL. Josh received his Bachelor of Science Degree in Finance from the University of South Florida and is an Enrolled Agent with the IRS. Josh is an avid golfer having played in college, and is married with three young children.
Please welcome Raeleen to the DWM team who provides day-to-day staff support services for the organization. She previously worked for the Pinellas County School Board and most recently with the Pinellas County Courts as a case manager. Raeleen is likely the first voice you will hear when you call the office and will be the first to greet you when you visit us.
To read more about Joshua and Raeleen and the rest of the DWM staff, please check out our team page.
