AT SIMON LEVER
Josh, a graduate of Penn State, started with Simon Lever 13 years ago in 2007, immediately following graduation. Having made partner in January 2020, Josh now heads up the firm’s Advisory Services team, which places emphasis on providing a financial advantage for Simon Lever clients.
Advisory services are customized to the client’s needs, but often involve succession planning, estate tax considerations, cash flow analysis, management consulting, and business valuation, the last of which Shroyer has been accredited in through the American Institute of Certified Public Accountants (AICPA). Josh is excited to serve clients and bring them a level of creativity that helps them to achieve their goals, all under the firm’s core purpose of maximizing the success of its people, clients, and community.
Josh is married to Rae Anne. The couple has one son, Landon. Josh regularly attends Millersville Bible Church and enjoys golfing, table tennis, and cheering for all of Penn State’s sports teams.
EDUCATION & CERTIFICATIONS
- B.S. Accounting, Pennsylvania State University
- Certified Public Accountant (CPA)
- Accredited in Business Valuation (ABV)
PROFESSIONAL MEMBERSHIPS & ACCOMPLISHMENTS
- Pennsylvania Institute of Certified Public Accountants, Member
- American Institute of Certified Public Accountants, Member