AT SIMON LEVER
Josh leads our firm’s Advisory Services team, which places an emphasis on providing a financial advantage for our clients.
Joining the Simon Lever team following graduation, Josh brings over 15 years of experience in serving clients with a level of creatively that helps them to achieve their goals.
He specializes in succession planning, estate tax considerations, cash flow analysis, management consulting, and business valuation.
Josh and his wife have one son. Josh regularly attends Millersville Bible Church and enjoys golfing, table tennis, and cheering for all of Penn State’s sports teams.
PROFESSIONAL & BUSINESS AFFILIATIONS
- American Institute of Certified Public Accountants
- Bachelor of Science in Accounting, Penn State University
- Certified Public Accountant (CPA)
- Accredited in Business Valuation (ABV)
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