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Joe Gardetto

Trust Officer

Background & Role

Joe is responsible for the administration of personal trust accounts in our Brookfield, Wisconsin location. With nearly 10 years of experience as a tax accountant and in trust administration, Joe’s strong attention to detail and background as a CPA combine to serve our clients and their advisors in a highly responsive manner.

Joe shares our belief that the best trust services are personal, flexible and supported locally. His commitment to providing personal and professional service builds lasting relationships. Joe’s collaborative approach ensures clients realize their legacy goals and maintain relationships with trusted advisors.

Memberships & Associations

  • Wisconsin Institute of Certified Public Accountants (WICPA)

Education

  • B.S., Accounting, Butler University
  • Certified Public Accountant, Wisconsin Board of Accountancy

Contact

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